> ## Documentation Index
> Fetch the complete documentation index at: https://docs.oncoeverything.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

> Send customers, invoices, payments and refunds to your QuickBooks Online company.

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.

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

## Connect QuickBooks

1. Click **Billing** in the sidebar.
2. Click **QuickBooks**.
3. Click **Connect to QuickBooks**.
4. Sign in to QuickBooks as an admin of the company.
5. 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. |

> [!WARNING]
>
> 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.


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