QuickBooks integration (Basic): Connect, sync, disconnect

If you’re used to using QuickBooks Online, link TaxDome to your QuickBooks Online accounts. Once they’re linked, you’ll see all payments and details made through TaxDome in your QuickBooks account. QuickBooks account can be linked only by a firm owner.

QuickBooks sync at a glance

The QuickBooks synchronization mainly works one way. That means invoices and payments are sent from TaxDome to QuickBooks, not backward. So, this integration will be useful for you if you invoice your clients only or mostly in TaxDome. Otherwise, if you prefer to initially invoice your clients in QuickBooks, you'd have to manually duplicate records from QuickBooks in TaxDome.

Here's how synchronizing invoices and payments works:

Here, you can see full details regarding which data is sent from TaxDome to QuickBooks Online and from QuickBooks Online to TaxDome:

Things to remember regarding QuickBooks connection:

• Since the sync works one way, if you need to edit or delete anything, first, do so in TaxDome.
• If you create an invoice in QuickBooks and want to add it to TaxDome, ensure their numbers match.
• If you create a payment in QuickBooks and want to add it to TaxDome, ensure to clear the QuickBooks sync checkbox.
• In order to be automatically matched, a TaxDome account name should be the same as the QuickBooks customer display name. If they don't match, go to the Info tab of the account's profile and edit the name.
• TaxDome and QuickBooks payment amounts are the same. The payment processing fee is calculated when a client makes a payment and is added to QuickBooks as an expense. Services included in an invoice are itemized in QuickBooks the same way.

Connect to QuickBooks Online

A firm owner can sync TaxDome and QuickBooks in four steps:

1. Go to Settings > Integrations from the left menu bar and switch to the QuickBooks tab. Select which accounts to sync and the sync date. For details on each setting, see the first step of the section below. Click Connect to QuickBooks.

2.  Enter your QuickBooks credentials, then click Sign in.

3. Click Connect to give TaxDome access to your QuickBooks Online data.

Once the connection is established, you’re redirected to TaxDome. Synchronization may take some time, especially if there’s a lot of data. Until the process is completed, the connection button will be disabled.

Note! Connecting to QuickBooks Online will be reflected on the Activity feed page.

Required permissions

If at any point you can't do something (can't find a button or it is inactive), it may happen due to the lack of permissions. Check the required permissions to understand who you need to ask:

Which client accounts are synced and on which date?

Once a QuickBooks connection is set up, you can choose the client accounts to be synced and the start date of the sync.

1. Go to Settings > Integrations from the left menu bar, select the QuickBooks tab. You will find three options there:

• Sync only accounts with invoices or payments (the default option). Only accounts that have invoices or payments will be synced. Once you create an invoice or payment for any account, it will be synced, too.
• Sync all accounts. All accounts, including the ones that don't have invoices or payments, will be synced.
• Sync date. Accounts, invoices and payments are synced on or after this date. Invoices and payments issued before this date will not be synced.

2. Click Save. The TaxDome accounts will be synced with QuickBooks. 

If you get an error, you can review and fix it.

Tip! You can also sync invoices manually and sync or unsync accounts individually.

TaxDome transactions and your QuickBooks bank account

All transactions handled through TaxDome appear in QuickBooks from the moment you turn on the connection. The QuickBooks account where you will find your payments depends on the particular service for which it was created. It can be defined as follows:

• If you created a service in TaxDome after you integrated TaxDome with QuickBooks, an invoice for this service will appear on the QuickBooks account you set as default in the Service income account section (here's more on syncing services to QuickBooks).
• If you copied a service from QuickBooks, an invoice for this service will appear on the QuickBooks account, which is set up for it in QuickBooks (Product & Services > Service Name > Edit > Income account)
• If you created a service in TaxDome before you integrated TaxDome with QuickBooks, that service will be synced once you set up the connection with QuickBooks. An invoice for this service will appear on the QuickBooks account you set as default in the Service income account section.

For details on services sync status, go here. 

Note! If payment is moved to the bank account in QuickBooks will be later refunded through TaxDome, and the refund will go to that same bank account.

Navigate to QuickBooks payments from TaxDome

Once your TaxDome and QuickBooks accounts are synced, the data for payments and invoices is automatically transferred to QuickBooks. You may choose not to sync some or all payments -- here's more on syncing payments.

To get information about any transaction sent to QuickBooks, navigate to Invoices from the left menu bar, find the invoice or payment you want to see, then click the Synced status link in the QuickBooks column. The invoice or payment page in QuickBooks will open.

For more info on QuickBooks statuses, see the articles on invoice statuses and payment statuses.

Disconnect from QuickBooks

To disable syncing with QuickBooks entirely, go to Settings > Integrations from the left menu bar, select the QuickBooks tab, then click Disconnect.

Note! Disconnecting your firm from QuickBooks will be reflected on the Activity feed page.

Reconnecting to another account

Once you disconnect from your initial QuickBooks Online account, you may reconnect to the same exact account.

Reconnecting to another account may cause issues. 

Attention! Connecting to a different account cannot be reversed. All clients, invoices and payments will be resynced with the new account. If you decide to reconnect your initial QuickBooks account after you've connected a different account, you will likely have duplicate entires for clients, invoices and payments.

While connecting to the new account, you will see a notification pop-up. If you are sure to proceed, type AGREE in the text field and click Connect new account.

How do I include Stripe fees on QuickBooks to keep the balance accurate?

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Changing your default currency in QuickBooks

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Manually handling QuickBooks sync issues

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How to sync/unsync accounts to QuickBooks

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