Integration & Widget · 1 min read
Set Up the QuickBooks Integration
The QuickBooks integration keeps your customers, invoices, and payments in sync, so you don't have to enter them twice.
What syncs to QuickBooks
- Customers: created in QuickBooks when they have billable activity. If a customer with the same email already exists, it's updated instead of duplicated.
- Payments: payments from order forms, subscriptions, and other checkouts sync as sales receipts.
- Invoices: invoices you create sync to QuickBooks, along with their payments.
Connect QuickBooks
- Go to Payments > Integrations or the App Marketplace and find QuickBooks.
- Click Connect and sign in to QuickBooks.
- Pick the company to connect and approve access.
- Choose your sync settings and save.
Tips
- Connect before you start invoicing so records sync from the start.
- If a record doesn't show in QuickBooks, check that the customer has a valid email.