Integrations
Connecting QuickBooks Online
Link your company file so customers, invoices, bills and hours flow to your books.
QuickBooks Online connects once, for the whole company. The connection belongs to the business, not to the person who authorised it, so it keeps working when staff changes.
Check your plan
QuickBooks comes with plans that include the Integrations module. If the tab says Not included in your plan, an admin can change the plan under Settings > Subscription. Managers can see the connection status but only an admin can connect, disconnect or change the setup.
Open Integrations
Go to Settings > Integrations. The QuickBooks Online card shows the connection status: Not connected, Connected to your company file (with the date), or Access expired.
Connect
Click Connect QuickBooks. You are sent to Intuit to sign in and pick the company file, then straight back to this tab. The card now reads Connected to followed by the QuickBooks company name.
What the connection can do
Once connected you can import customers as clients and locations, finish the accounting setup, send quotes as estimates, have every client invoice written as an invoice, book supply purchases as bills, and send closed clock entries as time activities. Each one has its own article in this section.
Keep it alive
Intuit expires the access after about 100 days without use. When that happens the card reads Access expired. Reconnect to keep importing and the Issues page lists it under Integrations. Click Reconnect and sign in again; nothing else changes.