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Automate accounting with QuickBooks Online

Updated this week

Seamlessly synchronize invoices and transactions from Spacebring with QuickBooks Online to automate revenue accounting management.

QuickBooks is a distinct company not affiliated with us. For any inquiries regarding QuickBooks's solutions, services, or pricing, reach out to QuickBooks directly. We do not have the authority to provide information or support on behalf of QuickBooks.

Prerequisites

  1. Have an active Spacebring subscription with an Essential or higher plan and QuickBooks Online account ready.

  2. Create the relevant service in your QuickBooks Online account where invoices and payments from Spacebring will be synced.

  3. Set a tax in your QuickBooks account:

    • For US-based accounts: Set the tax regardless of the tax rate in Spacebring. The exact tax rate is not passed to QBO from Spacebring and is defined by your QBO settings.

    • For non-US-based accounts: Set the tax rate to match the one you have in your location. Manage taxes

Invoices and transactions with a tax rate that does not match the tax set in your QuickBooks account will not synchronize for non-US-based accounts.

Connect the QuickBooks Online integration

  1. Go to Spacebring > Integrations page by pressing the menu (...) next to the location's name.

  2. Find QuickBooks Online > press Connect.

  3. Log in to your Intuit account and connect the company where to sync invoices and transactions.

  4. Select the same QuickBooks Online organization in the "Organization" dropdown.

  5. Select the service in your QuickBooks account to which invoices and payments from Spacebring should synchronize in the "Service" dropdown.

Transactions synchronize to the "Sales" service by default.

If no service is selected in the “Service” dropdown, the integration will remain incomplete, and invoices and payments will not sync to QuickBooks Online.

5. Keep "Invoices" and "Transactions" switches on to synchronize both invoices and transactions.

How invoices are synced to QuickBooks Online

  • The integration automatically syncs all newly issued invoices to QuickBooks in real time, along with their current status.

  • If the invoice status updates in Spacebring, it's automatically reflected in QuickBooks.

  • Once the invoice status changes to "Paid", a corresponding payment for it is created:

  • Invoices marked as "Paid externally" in Spacebring are also synced and shown as "Paid" in QuickBooks.

What data is synchronized

The integration syncs and matches QuickBooks Online invoices with data from Spacebring:

Data

Sync

Customer name

Matches the company or user name in Spacebring

Customer email

-

Invoice date

Due date

Invoice no.

Service

Based on the option you selected in the “Service” dropdown during integration setup

Description

Invoice item name in Spacebring

Qty

Rate

Amount

Tax

Non-US-based account:

US-based account: Synced only if tax is applied in Spacebring. The exact tax rate is not passed to QBO from Spacebring and is defined by your QBO settings.

Attachment

Invoice PDF

Status

How invoice statuses and invoice payments are synchronized

The integration syncs the following invoice statuses to QuickBooks Online:

Invoice status in Spacebring

Status in QuickBooks Online

Unpaid

Due

Paid

Paid in full

Voided

Voided

Notes

  • If an invoice paid in Stripe was disputed and its status changed from "Paid" to "Unpaid," the status cannot be edited in QuickBooks Online. You can manage the dispute in Spacebring and ask the customer to pay again. For help handling disputed invoices in QuickBooks, contact their support.

  • If you see an error saying QuickBooks failed to sync an invoice, check our help article for the cause and how to resolve it.

How transactions are synced to QuickBooks Online

The integration automatically and in real time sends all new successfully paid transactions to QuickBooks Online as "Sales Receipts."

If the booking was made with the "External" payment method in Spacebring, it's not synced to QuickBooks Online as a paid transaction.

What data is synchronized

The integration completes and matches QuickBooks Online sales receipts with the data available in Spacebring:

Data

Sync

Customer name

Matches the company or user name in Spacebring

Customer email

-

Sales receipt date

Transaction date

Service

"Sales"

Description

Transaction name in Spacebring

Qty

Rate

Amount

Tax

Non-US-based account:

US-based account: Synced only if tax is applied in Spacebring. The exact tax rate is not passed to QBO from Spacebring and is defined by your QBO settings.

Attachment

Receipt PDF

Status

Paid

Receipt view in Spacebring:

Receipt view in QuickBooks:

Notes

If a booking or purchase is canceled and auto-refunded in Spacebring, the refund and its status won’t sync to QuickBooks Online. For guidance on handling refunded transactions in QuickBooks Online, contact their support.

Disconnect the QuickBooks Online integration

To disconnect QuickBooks Online, follow these steps:

  1. Go to Spacebring > Integrations page by pressing the menu (...) next to the location's name > QuickBooks Online.

  2. Press Disconnect and confirm your choice.

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