QuickBooks

The platform sends your books to QuickBooks Online every 15 minutes. It sends these records:

A customer for each organization you invoice
Each issued invoice, with its lines and its number
Each payment, applied to its invoice
Each refund through Run Payments
A void, when you void an invoice that is in QuickBooks

The platform does not read or change other records in QuickBooks. A change you make in QuickBooks does not come back to the platform.

Before you start

You need an Intuit developer app and a QuickBooks Online company. The platform does not work with QuickBooks Desktop.

Sign in at developer.intuit.com with your QuickBooks login.
Create an app for the QuickBooks Online Accounting API.
Give the app’s client ID and client secret to Campbell Ventures. They go in the app secret.

Connect QuickBooks

Click Billing in the sidebar.
Click QuickBooks.
Click Connect to QuickBooks.
Sign in to QuickBooks as an admin of the company.
Click Connect to approve the connection.

QuickBooks sends you back to the QuickBooks page.

Choose the settings

The platform sends nothing until you choose a product or service. Click Save after you change a setting.

Setting	What it does
Product or service	Every invoice line and refund goes to this item. The item’s income account gets the sales.
Account for payments	Payments go into this account. Undeposited Funds is the default.
Bank account for refunds	Refunds come out of this account. The platform does not send refunds until you choose one.
Send invoices issued on or after	Earlier invoices and their payments stay out of QuickBooks. The default is the day you connect.

Set Send invoices issued on or after to a day after the last invoice you entered in QuickBooks by hand. An earlier day sends those invoices again.

If QuickBooks already has a customer with the same name, the platform uses it. If QuickBooks already has an invoice with the same number, the platform uses it.

Problems

The Problems section shows the records that did not go through.

Label	What it means	What to do
Retrying	QuickBooks refused the record. The platform tries again every 15 minutes, five times.	Read the message. Fix the cause in QuickBooks or in the settings.
Stopped	QuickBooks refused the record five times.	Fix the cause, then click Try again.
Total differs	The record is in QuickBooks, but its total is not the same as the platform’s total.	Correct the record in QuickBooks. Sales tax is the usual cause.
Void not sent	You voided an invoice on the platform, and QuickBooks did not void it.	The platform tries again every 15 minutes. Void it in QuickBooks if it continues.

Click Sync now to send records at once. If QuickBooks refuses the connection, the page shows the message and a Connect again button. Click it and approve the connection again.

Disconnect

Click Disconnect QuickBooks. The platform stops sending records. The records in QuickBooks stay. If you connect the same company again, the platform does not send a record a second time.

Start here

Requests

Reports

Billing

People

Site

Architecture

Operations

Reference

Before you start

Connect QuickBooks

Choose the settings

Problems

Disconnect