Connect QuickBooks Online
Navigate to the ▦ App Menu, where you will be able to see all of the Apps that are available for your account.
Once here, select QuickBooks. This will take you to the QuickBooks App Sync center. Here you will see an array of options, click Connect to open the QuickBooks Online login screen and follow the instructions to finish connecting your account.
💡 For the first time connecting a new account, a QuickBooks Administrator will have to make the connection. Once a connection has been established with an admin account, any other user can setup a QuickBooks connection with inBuild.
Select Invoices You Want to Sync
Start by going into the Accounts Payable tab, and navigate to the invoice[s] you want to send. If you need to send more than one invoice you can bulk send by clicking the ☑️ Checkbox at the top to select all.
| You can then click on the 🔽 Options dropdown in the top-right, where you can see the number of invoices selected to send. Select arrow ⏩ Send to App to push these documents into the staging area of your connected apps. |
Sync With QuickBooks Online
Move to the top of the page to the navigation bar and open the ▦ App Menu - the icon with nine square dots. Now select the option for QuickBooks.
Here you will have three tabs to monitor your synced invoices. The options are: Ready to Export, Failed to be Sent to App, and Synced with App.
💡 If an invoice fails to sync, find it in the Failed to be Sent to App tab and hover over the Failed status. This will show you exactly what went wrong.
Export to QuickBooks
In the Ready to Export tab, navigate to the invoices you want to sync. You can send more than one invoice you can bulk send by clicking the ☑️ Checkbox at the top to select all.
Finally, click 🔼 Export to sync your data with QuickBooks.
FAQs
Which QuickBooks Software Can We Integrate With?
Which QuickBooks Software Can We Integrate With?
We currently support QuickBooks, QuickBooks Desktop, QuickBooks Mac, QuickBooks Contractor Edition, and QuickBooks Premier. If you have questions about a different, specific QuickBooks product, don’t hesitate to reach out. Our team is always building new integrations based on customer feedback.
What is QuickBooks?
What is QuickBooks?
QuickBooks is accounting software that runs in a web browser. QuickBooks is built for mid-sized companies, including contractors and other businesses with large inventory needs.
How Does the QuickBooks Integration Use My Information?
How Does the QuickBooks Integration Use My Information?
Our integration with QuickBooks uses the QuickBooks OAuth connection. QuickBooks relies on advanced, industry-recognized security safeguards to keep all of your financial data private and protected. QuickBooks is a DigiCert secured product. DigiCert is the leading secure sockets layer (SSL) Certificate Authority. With password-protected login, firewall-protected servers, and the same encryption technology used by the world's top banks, we have the security elements in place to give you peace of mind.