Invoice here, book it in QuickBooks Online automatically
Keep sending invoices from the tool your clients already pay through. Every invoice, customer, recorded payment and purchase order lands in QuickBooks Online on its own.
01 / QuickBooks Online
What does the QuickBooks Online integration do?
Connect your QuickBooks Online company with OAuth and Invoice My Clients becomes the front office while QuickBooks stays the ledger. New and updated invoices are queued and synced by a background job every five minutes, customers are pushed and imported both ways, and payments you record are posted against the matching QuickBooks invoice.
QuickBooks sends change notifications back over a signed webhook, so an invoice edited on the QuickBooks side is refreshed in your account without waiting for the next poll. Every attempt is written to a sync log with the QuickBooks request ID, and a reconciliation page lets you compare both sides.
- Invoices: pushed automatically and importable from QuickBooks.
- Customers: two-way, with a scheduled import every 15 minutes.
- Payments recorded in Invoice My Clients are posted to QuickBooks.
- Purchase orders sync in both directions.
02 / Capabilities
Two systems, one set of numbers
The integration runs on a schedule, on a webhook and on demand, so the ledger is never more than a few minutes behind.
Invoice sync
Invoices marked for sync are pushed in batches every five minutes. Import existing QuickBooks invoices to start with a complete history.
Customer sync
New clients are created as QuickBooks customers, and QuickBooks customers are imported on a 15-minute schedule so both lists match.
Payment posting
A payment recorded against an invoice is posted to the same invoice in QuickBooks, carrying the remittance number when one exists.
Change webhooks
QuickBooks notifies Invoice My Clients when an invoice, payment or customer changes. Signatures are verified and sync tokens refreshed to avoid conflicts.
Sync log and reconciliation
Each record shows Pending, Synced or Failed with the failure reason and request ID. The reconciliation page compares both systems side by side.
Sync now and disconnect
Force a sync from the integration settings or from a single invoice. Disconnect at any time; your data stays in both systems.
03 / Process
How to sync invoices to QuickBooks Online
Connect QuickBooks Online
In Settings, open Integrations and choose Connect on QuickBooks Online. Sign in with Intuit and authorise the company file. Available on the Professional plan and above.
Import what already exists
Pull your QuickBooks customers, invoices and purchase orders into Invoice My Clients so nothing is duplicated.
Invoice as usual
Send invoices and record payments in Invoice My Clients. Auto-sync is on by default; the daemon pushes changes every five minutes.
Check the sync status
Each invoice shows its QuickBooks status. Use Sync now for anything urgent and the reconciliation page for month-end.
04 / FAQ
QuickBooks Online FAQs
Which plans include the QuickBooks Online integration?
QuickBooks Online and Xero are on the Professional plan and above. HubSpot is a Business-plan beta.
How often does it sync?
A background job pushes pending invoices and payments every five minutes and imports QuickBooks customers every fifteen. QuickBooks webhooks deliver invoice, payment and customer changes in near real time, and Sync now runs immediately.
Do payments sync both ways?
Payments recorded in Invoice My Clients are posted to QuickBooks Online. Payment changes made inside QuickBooks are logged for review but are not applied to your Invoice My Clients invoices automatically.
What about purchase orders?
Purchase orders sync to QuickBooks Online and can be imported from it. Purchase orders themselves are a Business-plan feature.
What happens when a sync fails?
The record is marked Failed with the reason and the Intuit request ID in the sync log. Fix the cause, then use Sync now; nothing is silently dropped.
Connect QuickBooks Online in two minutes
Invoices, customers, payments and purchase orders, synced on a schedule and on demand.
No credit card required to start.