Email, calendar and accounting systems your firm works with.
QuickBooks Online
Connect to import your customer list and keep invoices and payments in step.
Syncing
Realm ••••••4021Connected Feb 14, 2026Checked 4 minutes ago
Sync settingsReconnectDisconnectRuns the QuickBooks consent flow.
QuickBooks sync
What moves between the two systems, and when.
What syncs
Whichever system creates a record keeps ownership of it.
Push my invoices to QuickBooksOnly issued invoices push. QuickBooks has no draft state — anything we send it posts to AR and revenue straight away, so a draft would book income on work you haven't billed.
Pull invoices raised in QuickBooksThey appear here read-only, age in AR, and can be paid through the portal.
Send payment reminders for QuickBooks invoicesOff if you'd rather chase those from QuickBooks. Only affects invoices QuickBooks owns.
Number QuickBooks invoices asTheir number can collide with yours. As-is is what the client sees on their copy.As-is
Timing
The reason this section exists: never chase a client who already paid.
Check QuickBooks everyQuickBooks also notifies us the moment something changes. This is the floor, not the ceiling.15 minutes
Hold a reminder if QuickBooks hasn't been checked inA payment sitting in QuickBooks that we haven't read yet is invisible to us. Rather than risk chasing a client who already paid, the reminder waits for a fresh read.2 hours
If the QuickBooks connection breaksHolding reminders indefinitely on a broken connection is usually worse than one stale reminder — but it's your call.Send anyway
QuickBooks exceptions
When the two systems disagree, nothing is guessed. It goes to you.
Unmatched paymentA payment in QuickBooks isn't linked to any invoice we know about.Kestrel Manufacturing LLC · $1,200.00 · Payment 3391Apply to an invoice
OverpaymentA QuickBooks payment is larger than the invoice balance.Harbor Point Realty LLC · $2,000.00 against $1,850.00Compare
Possible duplicateA QuickBooks invoice matches one already here. We stopped rather than create a second copy.Northline Dental PC · Invoice 1044Link to ours
Edited in QuickBooksThis invoice is ours, but someone changed it in QuickBooks.Kestrel Manufacturing LLC · Invoice 1038Compare
Ambiguous or disagreeing. Nothing happens to these until you decide. We won't guess about a client's receivables.
Invoice 1030 · Harbor Point Realty LLCLink — QuickBooks is right
Invoice 1033 · Alvarez Family TrustSkip this invoice
Not in QuickBooks — 11
No plausible match. Pushing these CREATES real invoices in QuickBooks — posted to AR, on the client's statement. There is no undo.
Invoice 1041 · Marguerite Sokol$725.00Push as new
Revenue detail in QuickBooks
How much of your service mix shows up on your QuickBooks P&L.
Per service lineEach service maps to its own QuickBooks item. Your P&L breaks out revenue by service line — 1040 prep separate from bookkeeping, separate from advisory.
One item for everythingAll service lines use a single item. Nothing to maintain — but your QuickBooks P&L shows one revenue line, and you will not be able to tell 1040 prep from payroll there.
Pushing is paused for 2 services. They have no QuickBooks item, so those invoices wait here rather than push revenue to the wrong place.
Services
1040 preparationTax Prep — Individual Mapped
Monthly bookkeepingBookkeeping Mapped
Advisory & planningChoose an item Blocking
Reasonable comp studiesChoose an item Not used yet