You can have the system automatically sync Invoices and Transactions to your QBO account. If you are using QuickBooks Desktop use the QuickBooks Export Files (below) instead.

  • To connect the site to your QBO account go to Billing > Billing Options > QuickBooks Online and click on the "Connect to QuickBooks" button
  • Follow the prompts in QBO to authorize the system to connect to your account
  • All Invoices and Transactions which are subsequently added will automatically sync to QBO
  • Changes to previously synced data will automatically sync to QBO
  • Changes made within QBO WILL NOT sync back
  • To manually sync data in bulk, use Administrative > Tools > QuickBooks Manual Sync (note that this may be slow if you are syncing a large amount of data so you may need to do it in smaller batches)
  • Invoices and Transactions which are synced will have a green "QB" icon (click on the icon to bring it up in QBO)
  • Invoices and Transactions which are not synced will have a grey "QB" icon (click on the icon to sync individual items)


Synced Invoices and Transactions have a green "QB" icon


QuickBooks Export Files

You can export special files from the system which are specifically structured to be imported into QuickBooks.

  • On either the Invoices or Transactions page, use the Tools > Export button and select "IIF for QB" to export for QuickBooks Desktop
  • On the Invoices page, use the Tools > Export button and select "CSV for QBO" to export for QuickBooks Online.