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.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.
Verify all mappings before initiating your first sync.
What syncs
Invoice sync:- Invoice details
- Line items
- Tax calculations
- Customer information
Invoices sync automatically when created or updated in Flashquotes.
- Payment records
- Payment methods
- Transaction dates
- Payment status
- Manual sync for individual payments and refunds
How sync works
Sync behavior:- Real-time updates
- Error handling
- Conflict resolution
- Historical data sync
- Contact syncing
- Profile matching
- Address updates
- Communication preferences
Best Practices
- Review initial sync results
- Maintain consistent naming
- Monitor sync status
- Keep mappings updated
- Regular reconciliation
Troubleshooting
Common issues:- Connection errors
- Sync failures
- Data mismatches
- Authorization issues
- Documentation
- Support tickets
- Integration status
- Error messages
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
Next steps
After setting up QuickBooks:- Test invoice syncing
- Verify payment tracking
- Try manual payment sync
- Monitor sync status