Quickbooks Online Integration
What is the QuickBooks Online integration?
You can sync Invoices and Estimates created within your Office menu with your QuickBooks Online account.
IMPORTANT: The sync is one way only, from the platform --> QuickBooks. This means that Invoices, Estimates, Items, Contacts, etc. that you create in the platform will be replicated in QuickBooks Online. However, anything that you create in QBO will not be replicated in your platform account.
How do I set up the QuickBooks Online integration?
To get started, navigate to Flyout Menu > Integrations.
In the QuickBooks Online section, click the Connect to QuickBooks button.
From here, you will be prompted to log in to your QuickBooks Online account. You'll then be asked to confirm the connection between QBO and your platform account.
Once connected, all Invoices and Estimates that are created within your platform account will be automatically created in your QBO account. Additionally, any Invoice payments that are tracked inside of your account will be reflected in the Payment History of your QBO account.
How do I set a Tax as "Tax-Free" and still sync to QuickBooks?
QuickBooks does not have an automatic Tax reference for Items with no Inline Tax by default.