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Connect QuickBooks Online to sync customer accounts and create invoices directly from Buddy.

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What Syncs

DataFrom QuickBooksTo QuickBooks
CustomersName, email, addressesCustomer updates
InvoicesInvoice details, paymentsNew invoices from orders

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Connecting QuickBooks

1

Go to Integrations

Navigate to Settings → Integrations
2

Click Connect

Click Connect QuickBooks
3

Sign In

Sign in to your Intuit account
4

Authorize

Authorize Buddy to access your QuickBooks company
5

Initial Sync

Return to Buddy. Your customers begin syncing.

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Customer Sync

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What Transfers

From QuickBooks:
  • Customer/Company name
  • Display name
  • Email address
  • Billing address
  • Phone numbers
To QuickBooks:
  • New customers created in Buddy
  • Customer updates

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Customer Badges

Customers synced from QuickBooks show a QB badge indicating:
  • QuickBooks Customer ID
  • Last sync timestamp

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Matching

When syncing, Buddy matches customers by:
  1. QuickBooks ID (for existing linked customers)
  2. Email address
  3. Company name
Uncertain matches appear in Data Quality.

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Invoice Sync

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Creating Invoices

To create a QuickBooks invoice from an order:
1

Select Orders

Go to Sales Orders and select orders to invoice
2

Create Invoice

Click Create Invoice in the actions bar
3

Confirm

The invoice is created in both Buddy and QuickBooks

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What Transfers

To QuickBooks:
  • Customer reference
  • Line items with products and quantities
  • Prices and totals
  • PO number as reference
  • Due date
From QuickBooks:
  • Invoice status updates
  • Payment records
  • Payment dates

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Invoice Badges

Invoices show a QB badge with:
  • QuickBooks Invoice ID
  • Sync status
  • Last sync timestamp

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Sync Frequency

  • Customers: Every few minutes
  • Invoices: Every few minutes
  • Payments: Every few minutes
Click Sync on the integration page to manually trigger a sync.

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Troubleshooting

  1. Verify QuickBooks is connected (green status)
  2. Click Sync to manually refresh
  3. Check if customers are marked as inactive in QuickBooks
  4. Review Data Quality for matching issues
Common causes:
  • Customer not linked to QuickBooks
  • Products not mapped to QuickBooks items
  • QuickBooks session expired (reconnect)
  1. Verify payment is recorded in QuickBooks
  2. Click Sync to refresh
  3. Check the invoice is properly linked (has QB badge)
If you imported customers before connecting, duplicates may occur. Use Data Quality to merge.
QuickBooks authorization expires periodically. Go to Settings → Integrations and click Reconnect.

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Best Practices

Connect Early

Connect QuickBooks during onboarding to avoid duplicate customers

Review Matches

Check Data Quality after initial sync to resolve duplicates

Invoice Promptly

Create invoices soon after orders ship

Check Status

Periodically verify the integration stays connected

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Requirements

  • QuickBooks Online (not Desktop)
  • Admin access to your QuickBooks company
  • Active QuickBooks subscription