User Guide/Integrations

Integrations

How Client Invoices Reach QuickBooks

Every invoice you issue is written to your books, and payments come back.

Last updated October 29, 2026

An invoice is always created in CleanTrack360 first. When the company is connected to QuickBooks and the plan includes Integrations, the invoice is also written to QuickBooks, automatically.

1

Automatic on issue

Whenever an invoice is issued (by hand, from an accepted quote, per visit when a job completes, or monthly on the billing day) CleanTrack360 writes it to QuickBooks as an Invoice for the matching customer, line by line under the mapped service items. The invoice detail shows In QuickBooks under "Where it went".

2

If it did not go through

A QuickBooks outage never stops a client from being billed. The invoice is created anyway and the detail shows Not sent; admins and managers get a notification. Open the invoice and click Send to QuickBooks to retry.

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A retry never creates a second copy. Each invoice is written to QuickBooks once.
3

Payments come back

Every hour CleanTrack360 re-reads your open invoices. When the balance in QuickBooks is lower (you recorded a payment there), the difference is recorded on the CleanTrack360 invoice as a QuickBooks payment and the status moves to Partially paid or Paid.

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Pro tip: Record payments wherever is easiest for you. A payment typed in CleanTrack360 is not pushed to QuickBooks, so for a client paying by check pick one place and stick to it.
4

Voiding

Voiding an invoice in CleanTrack360 voids the Stripe copy but keeps the QuickBooks copy. Deleting from the books is the bookkeeper's call; void it in QuickBooks yourself if it should not stand.

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Need help? If you have any questions or run into issues, reach out through the Support section in your dashboard.

More Integrations guides

Connecting QuickBooks Online

Link your company file so customers, invoices, bills and hours flow to your books.

Importing QuickBooks Customers as Clients and Locations

Bring your customer list over in three previewed steps, without duplicates.

QuickBooks Accounting Setup: Accounts and Service Items

Tell CleanTrack360 where to book revenue, expenses and payments in your file.

Sending a Quote to QuickBooks as an Estimate

Create the estimate in your books straight from the quote.

Booking Supply Purchases in QuickBooks

Turn a purchased supply request into bills and purchases in your file.

Sending Hours to QuickBooks as Time Activities

Push closed clock entries to your QuickBooks file, one time activity each.

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