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Documentation Index

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Connect QuickBooks from Settings > Integrations to automatically sync invoices and payments.

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What it does

The QuickBooks integration automatically syncs your invoices and payments between Flashquotes and QuickBooks Online, streamlining your accounting processes and ensuring accurate financial records.

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Connect QuickBooks

1

Go to integrations

Navigate to Settings > Integrations
2

Find QuickBooks

Locate the QuickBooks section and click “Connect to QuickBooks”
3

Authorize access

Sign in to QuickBooks and authorize Flashquotes access
4

Configure sync settings

Set up:
  • Account mappings
  • Tax rates
  • Product/service items
  • Payment methods
Requires a QuickBooks Online account and Pro tier Flashquotes subscription.
QuickBooks syncing is currently only available for accounts using USD currency in the United States. If your company uses a different currency, QuickBooks integration will not be available.
Verify all mappings before initiating your first sync.

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What syncs

Invoice sync:
  • Invoice details
  • Line items
  • Tax calculations
  • Customer information
Invoices sync automatically when created or updated in Flashquotes.
Payment sync:
  • Payment records
  • Payment methods
  • Transaction dates
  • Payment status
  • Manual sync for individual payments and refunds
Deposit sync:
  • Stripe payments: deposits created automatically when Stripe sends the payout to your bank
  • Manual payments (cash, check): deposits created immediately when synced
  • Aggregate deposits group multiple payments from the same Stripe payout
  • Payout trace ID included for bank reconciliation

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How sync works

Sync behavior:
  • Real-time updates
  • Error handling
  • Conflict resolution
  • Historical data sync
Customer data:
  • Contact syncing
  • Profile matching
  • Address updates
  • Communication preferences

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Best Practices

  1. Review initial sync results
  2. Maintain consistent naming
  3. Monitor sync status
  4. Keep mappings updated
  5. Regular reconciliation

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Troubleshooting

Common issues:
  • Connection errors
  • Sync failures
  • Data mismatches
  • Authorization issues
Support resources:
  • Documentation
  • Support tickets
  • Integration status
  • Error messages

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Manual payment sync

For granular control, you can manually sync individual payments and refunds from the invoice payment tables. This is useful for:
  • Syncing historical payments after connecting QuickBooks
  • Handling specific transactions that failed automatic sync
  • Controlling the timing of accounting entries
See Manual Payment Sync for step-by-step instructions.

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Next steps

After setting up QuickBooks:
  • Test invoice syncing
  • Verify payment tracking
  • Try manual payment sync
  • Monitor sync status