QuickBooks and—Powerful Accounting at Your Fingertips

Quickbooks &

It’s your morning ritual. You come into work and break out your laptop or mobile device to take a look at your finances. What money has come in? What’s gone out? Who owes you and who do you owe in the next week or month?

If you’re checking this information, there’s a good chance you’re using QuickBooks to do it.

QuickBooks helps millions of businesses each year accomplish tasks such as organizing expenses, controlling cash flow, tracking inventory, running payroll and more. Its cloud-based offering, QuickBooks Online, now has more than 1.5 million subscribers.

Part of its popularity is that it integrates with more than 400 different business apps including PayPal, Square, and Shopify. One of those valuable integrations is with By syncing information between the two systems, QuickBooks and create a seamless accounting experience.

Here’s a step-by-step of how integrates with QuickBooks and how it can benefit your business.

Why Integrate?

When you don’t integrate QuickBooks and, you obfuscate your financial performance and create administrative backlogs. Information isn’t real-time and not shared between systems. You have to close the gap with data entry, which can lead to a time lag and transposed numbers.

An integration nullifies that problem by automatically sharing information between the two apps. What happens in one is reflected in another. No data entry required and you get timely information.

The Integration

Each time the systems sync, updates any changes with QuickBooks and vice versa. If a bill is paid via, the integration will ensure that QuickBooks reflects that payment. If a new vendor invoice comes into QuickBooks, will pick up the information and queue it up for review.

With the integration, QuickBooks provides these updates to

  • Accounts
  • Departments (called “Classes” in QuickBooks)
  • Vendors jobs ( called “Customer : Jobs” in QuickBooks)
  • Book balance (so can project your cash flow)
  • Customers
  • Invoices (new and edited)
  • Items

In return, provides the following updates to QuickBooks:

  • Accounts
  • Classes (called “Departments” in
  • Vendors
  • Bills
  • Bill payments
  • Vendor credits
  • Funds transfers
  • Customers
  • Invoices (new ones only)
  • Invoice payments

As a result, your books automatically update—saving you time and effort and providing you with a clear financial picture. Plus, you’ll continue to get paid two to three times faster and cut bill payment time in half with

How Do I Get Started?

Start your integration by logging in to

Then, click 1st Sync on the Startup Checklist and then click “Connect to QuickBooks.”

You can then link your account with QuickBooks Online.

If you aren’t a customer, what are you waiting for?

April 17, 2017
Becky Riffis
Strategic Partner Manager,
Becky manages business relationships and market development activities with key partners including Intacct, Intuit, NetSuite, Xero, and many other companies. Prior to, Becky worked at NetApp as a marketing event manager.