QuickBooks

Connect QuickBooks Online and sync invoices, payments, items.

15 articles
Setup3 / 3
Connecting your QuickBooks Online account
Authorize Run a Call to read and write to QBO.
Configuring the QuickBooks Online integration
Pick which entities sync, in which direction, and when.
Disconnecting QuickBooks
Safely unlink without losing data on either side.
How data syncs8 / 8
How invoice details sync to QuickBooks Online
What fields map, what doesn't, and how to read a sync error.
How payments sync to QuickBooks Online
Receive-payment records against the matching invoice, and the ordering rules.
How customers sync to QuickBooks Online
Name matching, migrated-customer safety, and why duplicates never reach your books.
Mapping Run a Call items to QBO products & services
How to keep both catalogs in step.
Mapping tax rates to QuickBooks Online
Sales tax rates and how they end up on a QBO invoice.
Tracking revenue by QuickBooks class
Tag synced invoice lines with a class per job type so P&L by Class shows each division.
Syncing purchase orders to QuickBooks as Bills
POs post as Bills against your COGS account.
Resolving common QuickBooks errors
Every held-back record explains itself — here's what each message means and the fix.
Payroll4 / 4
Setting up QuickBooks Payroll for your team
Add your employees in QuickBooks with hourly pay so synced hours turn into paychecks.
Syncing timesheet hours to QuickBooks Payroll
Approved, locked hours push as time entries QuickBooks Payroll turns into paychecks.
Posting wages to QuickBooks classes
Each tech's hours carry a class, so wages and payroll taxes land under the right division on P&L by Class.
Job-costed labor: splitting a tech's day by job
Each day splits across the classes of the jobs a tech worked, so every division's P&L carries its true labor cost.