With the QuickBooks integration, you can log in to your QuickBooks account and data from your portal is automatically synced with QuickBooks. Specifically:

  1. When an invoice is sent to a client (and set to Open), the invoice will also be added on QuickBooks.
  2. When your client pays for an invoice or you mark an invoice as Paid that Payment will be recorded in QuickBooks and associated with the appropriate invoice.
  3. If you Void an invoice that was sent to a client it will be deleted from your QuickBooks account.
  4. Each line item in an invoice is associated with the default Sales service setup in your QuickBooks account.
  5. Customers are automatically created in QuickBooks unless they already exist.