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're 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
Due Date Management
Set payment due dates and track outstanding payables
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
Map to appropriate expense accounts automatically
Payment Terms
Set net 30, net 60, or custom payment terms
Attachments
Attach original invoice PDFs to QuickBooks records
Multi-Currency
Handle invoices in different currencies with conversion
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
Manually push invoices to QuickBooks as bills or expenses with one click
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 | Auto-creates vendors or matches existing ones by name/email | Vendor Profile |
| Expense Categories | AI categorizes expenses based on item descriptions | Chart of Accounts |
| Tax Types | Maps VAT, sales tax, GST to appropriate tax codes | Tax Codes |
| Payment Terms | Extracts and sets net 30, net 60, or custom terms | Payment Terms |
| Line Items | Each invoice line becomes a separate bill line item | Bill Line Items |
| Due Dates | Automatically calculates due dates based on terms | Due Date Field |
Save 15+ Hours Per Month on Data Entry
Eliminate manual QuickBooks data entry forever
Connect QuickBooks in Under 2 Minutes
Join thousands of businesses who have automated their QuickBooks workflow
Frequently Asked Questions
Everything you need to know about QuickBooks integration
How does the QuickBooks sync work?
Once connected, you can manually push any processed invoice to QuickBooks Online as a bill or expense. You review and select the correct categories before syncing. All details are included: vendor info, line items, taxes, due dates, and the original invoice PDF as an attachment.
Is the sync automatic or manual?
Sync is manual for full control. After processing, you choose which invoices to push to QuickBooks and when.
How are vendors handled in QuickBooks?
The system first tries to match invoices to existing vendors in your QuickBooks by name or email. If no match is found, it automatically creates a new vendor profile with all the extracted information from the invoice.
Can I customize how expenses are categorized?
Yes! You select the appropriate categories and accounts for each invoice before syncing. You can also set up mapping rules for convenience.
What about multi-currency invoices?
The tool handles multi-currency invoices. It converts foreign currency amounts to your QuickBooks base currency using real-time exchange rates, and records both the original and converted amounts.
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?
Sync occurs as soon as you manually push an invoice. The process is typically completed within a few seconds.
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.
Related Tools
More tools to enhance your accounting workflow