QuickBooks Integration
Connect QuickBooks, configure sync schedule and type, run manual sync, and audit runs in history.
Open the screen: Sidebar → Third Party Integration → QuickBooks Integration
Access requirements
You need the QuickBooks integration add-on (same plan feature as Xero), QuickBooks enabled in tenant settings, and QIKBOOK INTEGRATION module permission.
Sub-pages via QuickBooksNav: Overview (/quickbooks-accounting), Sync Settings, Sync History. Callback (/quickbooks-accounting/callback) runs automatically after OAuth.
Connect and hub (Overview)
What it does
Shows Connection Status and connect/disconnect actions.
Step-by-step — connect
- Open QuickBooks Integration.
- If Not Connected, tap Connect to QuickBooks.
- In Connect to QuickBooks, read the five steps, tap Continue to QuickBooks (Connecting...).
- Complete QuickBooks login and grant permissions — callback returns to the app.
- On success: Success / connection toast; hub shows Connected with organisation name, Last Sync, Token Expires.
Disconnect
- Tap Disconnect on the connected card.
- Confirm Disconnect QuickBooks? — This will stop automatic syncing. Logs are kept and you can reconnect later.
- On success: Disconnected / QuickBooks connection removed successfully.
Errors
- Failed to get authorization URL
- Connection Error on failed OAuth
Sync Settings
Open: Sync Settings in nav, or /quickbooks-accounting/sync-settings
What it does
Automatic schedule, sync type, and manual sync triggers. Unlike Xero, there are no bank/sales account pickers on this screen.
Step-by-step
- Tap Edit Sync Settings.
- Set fields below.
- Tap Save Settings (Saving...) or Cancel.
- On success: Success / Sync settings saved successfully.
Fields
| Field | What to enter |
|---|---|
| Auto Sync Enabled | Switch for scheduled sync |
| Daily Sync Time | Time input (default 00:00) — Sync will run at this time every day |
| Sync Type | Sync All Transactions or Sync Daily Settlements |
Manual Sync
| Sync type | Button | Result |
|---|---|---|
| Sync All Transactions | Sync Now | Sync Started — push invoices to QuickBooks |
| Sync Daily Settlements | Sync Now | Settlement Sync Started |
Sync History
Open: Sync History in nav, or /quickbooks-accounting/sync-history
What it does
Same pattern as Xero — paginated sync log with expandable invoice rows.
Step-by-step
- Open Sync History & Logs.
- Tap Refresh to reload.
- Expand Invoice Details for single or split invoice breakdown.
- Paginate (default page size 20).
Table columns: Type, Reference, Order ID, Invoice Details, Synced At.
Empty: No sync records found — records appear after syncing starts.
OAuth callback
Handled automatically after QuickBooks authorization. On success, redirects to the QuickBooks hub; on error, shows Connection Error and returns to overview.
Permissions
| What you need | Why |
|---|---|
| QIKBOOK INTEGRATION — READ | Open pages and view status |
| CREATE | Connect to QuickBooks |
| UPDATE | Disconnect, edit sync settings, Sync Now |