Push sync · one direction · US + QuickBooks Online
Your books, already done.
Connect QuickBooks Online once. Every invoice, payment, and fee posts itself — categorized — so month-end is a review, not a night of data entry.
Push only
One source of truth, pushed one way.
QuoteHQ is the system of record, and the sync runs one direction: into QuickBooks. Nothing edits your books behind your back, and there is no two-way merge to untangle. What you do in QuoteHQ shows up in QuickBooks the moment money moves.
What lands where.
Each event maps to the right place in your chart of accounts — the way a bookkeeper would post it by hand. Revenue is your base price; the processor fee books as a cost and is never reversed on a refund.
| In QuoteHQ | In QuickBooks | How it posts |
|---|---|---|
| Invoice sent | QuickBooks Invoice | Same line items, same customer. |
| Payment received | QuickBooks Payment | Applied against the open invoice. |
| Processor fee | “Merchant Processing Fees” expense | Posted as a journal entry. |
| Card price uplift | “Card Program Offset” line | Added to the invoice itself. |
Start connected
Bring your existing books in.
Already have customers and items in QuickBooks? The import wizard pulls them in dependency order — accounts, then items, then customers — and matches them to what’s in QuoteHQ. You start connected, not from a blank slate.
- 01
Accounts
Your chart of accounts comes over first.
- 02
Items
Products and services map to your catalog.
- 03
Customers
Matched by email, or created if they’re new.
Scope, honestly
Sync supports US businesses on QuickBooks Online, one company per account. It is push only for now — QuoteHQ writes to QuickBooks, not the other way around. If you run a different edition or need two-way sync, it isn’t here yet, and we’d rather say so than pretend.
Close the month in a review, not a marathon.
Start the trial, connect QuickBooks Online, and let every transaction post itself.