> ## Documentation Index
> Fetch the complete documentation index at: https://docs.flashquotes.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Integration

> Sync your Flashquotes financial data with QuickBooks

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

## 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

<Steps>
  <Step title="Go to integrations">
    Navigate to Settings > Integrations
  </Step>

  <Step title="Find QuickBooks">
    Locate the QuickBooks section and click "Connect to QuickBooks"
  </Step>

  <Step title="Authorize access">
    Sign in to QuickBooks and authorize Flashquotes access
  </Step>

  <Step title="Configure sync settings">
    Set up:

    * Account mappings
    * Tax rates
    * Product/service items
    * Payment methods
  </Step>
</Steps>

<Note>
  Requires a QuickBooks Online account and Pro tier Flashquotes subscription.
</Note>

<Tip>
  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.
</Tip>

<Warning>
  Verify all mappings before initiating your first sync.
</Warning>

## What syncs

**Invoice sync**:

* Invoice details
* Line items
* Tax calculations
* Customer information

<Tip>
  Invoices sync automatically when created or updated in Flashquotes.
</Tip>

**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

## 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

## Best Practices

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

## Troubleshooting

**Common issues**:

* Connection errors
* Sync failures
* Data mismatches
* Authorization issues

**Support resources**:

* 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

See [Manual Payment Sync](/finance/quickbooks-sync) for step-by-step instructions.

## Next steps

After setting up QuickBooks:

* Test invoice syncing
* Verify payment tracking
* Try manual payment sync
* Monitor sync status