QuickBooks Sync Tool
Sync your invoices to QuickBooks Online with a single click. Create detailed bills and expenses with full line-item data, easy categorization, and attached source documents. No more manual data entry.
Powerful QuickBooks Integration
Everything you need for seamless QuickBooks invoice processing
Manual Sync
Push invoices to QuickBooks with a single click whenever you are ready
Full Bill Creation
Creates detailed bills with line items, tax information, and proper categorization
Expense Tracking
Track expenses and assign them to your chart of accounts
Automatic Export
Optional: invoices are exported on their own as soon as every line has an account
Manual Categorization
You select the appropriate expense categories and accounts for each invoice
Secure Integration
OAuth secure connection - we never store your QuickBooks credentials
What Gets Synced to QuickBooks?
Comprehensive data mapping for complete accounting records
Bills & Expenses
Create detailed bills with full vendor information
Line Item Details
Sync individual line items with descriptions and amounts
Tax Information
Properly map VAT, sales tax, and other tax types
Vendor Management
Auto-create new vendors or match existing ones
Chart of Accounts
Each line coded to an account from your chart of accounts
Credit Notes
Credit notes are booked as vendor credits, not as new bills
Attachments
Attach original invoice PDFs to QuickBooks records
Multi-Currency
Keep the invoice's currency, or convert at the issue-date rate
How QuickBooks Sync Works
Six simple steps to automate your QuickBooks workflow
Connect QuickBooks
Securely connect your QuickBooks Online account with OAuth
Configure Mapping
Set up account mapping and categorization rules
Process Invoices
Invoices are processed and extracted by AI, ready for your review
Review & Categorize
Review extracted data and select the correct categories and accounts
Push to QuickBooks
Push invoices to QuickBooks as bills or expenses with one click, or let Automatic export send them once coded
Track Payments
Monitor due dates and track payment status in QuickBooks
Data Mapping & Field Synchronization
How invoice data maps to QuickBooks fields
| Invoice Field | Mapping Logic | QuickBooks Field |
|---|---|---|
| Vendor Information | Matches existing vendors by name or creates a new one | Vendor Profile |
| Expense Categories | Each line coded to an account, suggested from how you've coded before | Chart of Accounts |
| Tax Types | Maps VAT, sales tax, GST to appropriate tax codes | Tax Codes |
| Line Items | Each invoice line becomes a separate bill line item | Bill Line Items |
Less Manual Data Entry in QuickBooks
Bills arrive in QuickBooks with the supplier, line items, tax and the original PDF attached
Connect QuickBooks in a Few Clicks
Join 2,800+ businesses that use Tailride to collect and read their invoices
Frequently Asked Questions
Everything you need to know about QuickBooks integration
How does the QuickBooks sync work?
Once connected, you can push any processed invoice to QuickBooks Online as a bill or expense, or turn on Automatic export. You review and adjust the coding before it's sent. The bill carries the vendor, line items, taxes and the original invoice PDF as an attachment.
Is the sync automatic or manual?
Both. By default you choose which invoices to push to QuickBooks and when, up to 500 at a time. If you turn on Automatic export, an invoice is sent to QuickBooks as soon as every line has an account; invoices with uncoded lines stay in Tailride for review.
How are vendors handled in QuickBooks?
Tailride looks for an existing vendor with the same name in your QuickBooks. If there isn't one, it creates a new vendor with the name and email address from the invoice.
Can I customize how expenses are categorized?
Yes. Each line is coded to an account and tax code from your QuickBooks chart of accounts. Tailride suggests codes learned from how you have coded before, and you can change any of them before exporting.
What about multi-currency invoices?
If multi-currency is enabled in QuickBooks, the bill keeps the invoice's original currency. If it isn't, you can turn on conversion to your base currency at the exchange rate of the invoice's issue date.
Are invoice attachments synced to QuickBooks?
Yes! The original invoice PDF is attached to the corresponding bill or expense in QuickBooks. This ensures you have the source document available for audits and reference.
How fast is the sync process?
The bill is created as soon as you push the invoice, or, with Automatic export on, as soon as every line is coded.
What if there's an error during sync?
If a sync fails (due to missing vendor info, account mapping issues, etc.), you'll be notified and can fix the issue and retry. Failed items are queued for manual review and correction.
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