QuickBooks Online Sync & Integrations

Manage live OAuth2 connectivity, real-time reconciliation, and business rules

Environment: Live Production

Checking QuickBooks Connectivity...

Disconnected

Connect your Intuit QuickBooks account to import customer records and open invoices.

Connect to QuickBooks Online (Live)
QuickBooks Online (Source of Truth)
Read-Only Financials
  • Customer Accounts: Company names, contact persons, emails, phones, and addresses.
  • Invoice Master Data: Invoice numbers, invoice dates, terms, and due dates.
  • Balances & Turnaround: Total amounts billed, open balances, and payments.
  • Paid Drop-off Rule: Invoices with $0 balance automatically mark as paid and drop off Aging and Priority Queues.
Accounting compliance preservedView Aging
Collections Portal (Source of Truth)
Operational Workflows
  • Workflow Statuses: Promise to Pay, Under Dispute, With Lawyer, In Small Claims.
  • Communication Notes: Customer-level and invoice-level timestamped logs.
  • Follow-up Reminders: Actionable collector tasks, scheduled due dates, and priority tags.
  • Dispute & Legal Tracking: Reason codes, attachments, legal counsel, and small claims docket numbers.
  • Immutable Audit Trail: Full activity history of every change made across collectors.
Collector accountabilityPriority Queue