QuickBooks Integration

This manual explains QuickBooks Online integration for invoicing organizations.

1. What QuickBooks Integration Does

When enabled, the integration supports accounting workflows such as:

1. Connecting your organization to QuickBooks Online
2. Mapping members to QuickBooks customers
3. Mapping invoice line types to QuickBooks items
4. Syncing invoice and credit activity
5. Tracking payment status flow with QuickBooks data

2. Setup Prerequisites

1. In Organization, turn on Enable Invoicing.
2. Set Invoicing Mode to QuickBooks Integration.
3. Save organization settings.

3. Connect QuickBooks

1. Open Settings -> Integrations.
2. In the QuickBooks section, choose Connect to QuickBooks.
3. Complete the authorization flow.

4. Configure Required Mappings

After connecting:

1. Map each Contact Ground member to a QuickBooks customer.
2. Map each line item type to a QuickBooks item.
3. Refresh and confirm mapping status shows as complete.

5. Ongoing Use

1. Keep mappings current as members/items change.
2. Review sync outcomes during invoicing cycles.
3. Reconnect if QuickBooks access is revoked or expired.

6. Best Practices

1. Complete mappings before sending invoices for sync.
2. Align line item mappings with your accounting categories.
3. Have accounting review first synced invoices before full rollout.