Customers, invoices and payments kept in step with QuickBooks.
Sales reports one number for the month and QuickBooks shows a smaller one, so somebody goes line by line looking for the jobs that were closed and never entered.
At month end the sales number and the books number are different, and somebody spends a day finding out which is right. It is almost never anything sinister. It is a job closed in one place and never entered in the other, three times over. Your accountant does not need the ledger to be current; they need it to be complete. Connect QuickBooks and every way money arrives here is registered over there: the invoice when you send it, whatever changes about it afterwards, and the card somebody taps on a form or a booking.
Sits where the selling meets the books, for a business whose ledger gets read by somebody who audits it. Reach for it when the accounts have to be defensible, not merely up to date.
Need more than it doesTell us what the connection has to do and we will wire the rest of it.
A card tapped on an invoice, an order form or a booking is registered in QuickBooks as a receipt. None of it is takings somebody has to remember.
Pick the dates when you connect, and the invoices from that stretch come forward. Your accountant gets a year, not a fortnight.
One screen shows what has reached QuickBooks and what has not. A row that failed explains itself, and you send it again yourself.
You will find it under Settings → Integrations → QuickBooks.
Open the setup guide →Every native connection comes with the platform. Tell us what else you need and we will wire it.
Your invoices go across when you send them, and every change to one follows. Payments you take here are registered as receipts. Coming the other way: a new contact created in QuickBooks turns up here almost at once. That is the scope, and it is what an accountant asks you for at year end.
Both, if you want them. When you connect you pick a start and an end date, and the invoices in that window come forward. It is the difference between a ledger that is right from today and one that is right for the year.
Customers are matched on their email address, so one address is one customer. Where the same business gives you two different addresses, you get two records. Worth tidying the addresses before you connect.
One thing, and you should decide about it deliberately. When an invoice is settled, a review request can go out to that customer. It arrives switched on. If you would rather ask for reviews in your own words, say so and we will turn it off at setup.
Everything already written to QuickBooks stays there. Contacts, invoices, receipts, all of it. Disconnecting stops anything further going across. It does not reach back and take away what your accountant has already worked with.
Your pipeline, your data. Not a slide deck.