QuickBooks Connection
Connect and configure your QuickBooks Online integration
QuickBooks Connection
Sync your invoices, payments, and credits with QuickBooks Online.
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Requirements
- QuickBooks Online account (Plus or Advanced)
- SettleWise admin access
- Matching chart of accounts
Connect QuickBooks
Navigate to Settings
Go to Settings → Integrations → QuickBooks.
Authorize Connection
Click Connect to QuickBooks and sign in to your Intuit account.
You must be a QuickBooks admin to authorize the connection.
Map Accounts
Configure how SettleWise categories map to your chart of accounts.
Initial Sync
Choose whether to import existing data or start fresh.
Sync Behavior
| Entity | Direction | Frequency |
|---|---|---|
| Customers | Bi-directional | Real-time |
| Invoices | SettleWise → QB | Real-time |
| Payments | SettleWise → QB | Real-time |
| Credit Memos | SettleWise → QB | Real-time |
Troubleshooting
Connection Lost
If sync stops working:
- Check Settings → Integrations for error messages
- Try Reconnect to refresh the authorization
- Contact support if issues persist
Duplicate Records
Enable Duplicate Detection in settings to prevent creating duplicates during sync.
Related
- Integrations - QuickBooks - Detailed integration guide
- Organization Settings - General settings