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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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Map tax rates

Each Flashquotes tax rate maps to a matching sales tax rate in QuickBooks Online.
  1. Go to Settings > Integrations > QuickBooks.
  2. Under Tax rates, find each Flashquotes tax rate.
  3. Pick the QuickBooks tax code with the same rate from the dropdown.
If the dropdown shows “No tax codes found,” see Troubleshooting.

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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
  • “No tax codes found” in the tax rate dropdown: QuickBooks Online is likely set to automated sales tax with no manual rates. Either create custom rates in QuickBooks (Taxes > Sales Tax), then click Refresh in Flashquotes. Or keep automated sales tax and make sure your Flashquotes tax rates are correct.
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