QuickBooks Online Integration

Push field-captured expenses to QuickBooks without double entry.

Push estimates, invoices, receipts, and payments to QuickBooks Online so you don't have to double-enter data.

Setup:

Navigate to Admin > Settings and click Connect to QuickBooks. You'll be redirected to Intuit to authorize access. Requires a QuickBooks Online account.
Once connected, the Settings page shows your QBO company name and connection date.
To disconnect, click Disconnect from QuickBooks. You can reconnect at any time.

Push to QBO:

Estimates: On the Estimate Detail page, click Send to QuickBooks to create or update the estimate in QBO.
Invoices: On the Invoice Detail page, click Send to QuickBooks to create or update the invoice in QBO.
Receipts: On the Receipt Detail page, click Send to QuickBooks to create the receipt as an expense purchase in QBO.
Payments, fees & refunds: Paid invoices post a QuickBooks Payment to your chosen bank account, the Stripe processing fee posts as an expense, and Stripe refunds post as a Credit Memo, automatically when Auto-sync is on.

Sync from QBO:

Sync Items: Pull products and services from QBO and auto-match them to your Products & Services library. Review matches before confirming. Items that don't auto-match your library are surfaced on a review screen so you decide which to import, nothing is silently imported or dropped; skipped items are remembered (resettable). If a push to QuickBooks fails, the record is flagged with a visible error rather than reported as synced, and the system never duplicates or blindly overwrites a QBO record.
Sync Expense Categories: Pull expense accounts from QBO and auto-create matching Expense Categories.
Sync Customers: Pull customers from QBO and match to your customer records.
Auto-Create: When pushing an estimate or invoice, the system can auto-create missing QBO items from your Products & Services library.

Stripe + QBO Payment Sync:

When both Stripe and QBO are connected, a Stripe + QuickBooks Payment Sync panel appears in Settings.
Click Configure Payment Sync to choose which QBO bank account receives Stripe deposits and which expense account records processing fees.
Enable Auto-sync to automatically record each Stripe payment and fee in QBO as they occur.
Manually sync individual payments or bulk-sync from the Payment History page.