Which version of QuickBooks does Run a Call sync with?
QuickBooks Online only. QuickBooks Desktop is not supported.
What gets synced?
| Object | Direction | Notes |
|---|---|---|
| Customers | Run a Call → QBO | Optionally bidirectional |
| Invoices | Run a Call → QBO | When sent or when paid (you pick) |
| Payments | Run a Call → QBO | With the matching invoice |
| Pricebook items | QBO → Run a Call | Initial import; ongoing sync covers updates |
| Tax codes | Mapped during setup | — |
See How invoice details sync to QuickBooks Online and friends.
Will my historical data sync?
No. Sync starts from the moment you turn it on. For historical data, use a one-time import (QBO side) or talk to support.
What if my accountant and I both make changes?
Run a Call writes the fields it owns (line items, totals, status). It doesn't overwrite QBO-side classifications, memos, or account mappings — those stay yours. See Configuring the QuickBooks integration.
How do refunds work with QBO?
Refunds aren't built into Run a Call yet. When you refund in the Stripe Dashboard, the QBO sync doesn't auto-create a matching credit memo. Manually add the credit memo in QBO. See How payments sync to QuickBooks Online.
Why is my QBO sync stuck?
| Symptom | Likely cause | Fix |
|---|---|---|
| Sync stops syncing | Token expired | Intuit revoked the OAuth token. Reconnect via Settings → QuickBooks. |
| New invoice fails | Tax code not mapped | A tax rate on a recent invoice has no QBO mapping |
| Invoice fails on push | Account inactive | A QBO account a line item points at was marked inactive |
| Older invoice fails | Closed period | Invoice date is before your QBO closing date |
See QuickBooks sync is stuck for the fix.
Can I disconnect and reconnect without losing data?
Yes. Disconnect → connect. Past sync history and mappings are preserved on the Run a Call side. See Disconnecting QuickBooks.
What about multiple QBO companies?
Run a Call connects one QBO company at a time. Multi-company support is on the roadmap.
Does QBO sync handle multi-currency?
No — single currency (your QBO file's home currency).