> ## Documentation Index
> Fetch the complete documentation index at: https://docs.usebuddy.io/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Integration

> Sync customers and invoices with QuickBooks Online

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

## What Syncs

| Data          | From QuickBooks           | To QuickBooks            |
| ------------- | ------------------------- | ------------------------ |
| **Customers** | Name, email, addresses    | Customer updates         |
| **Invoices**  | Invoice details, payments | New invoices from orders |

## Connecting QuickBooks

<Steps>
  <Step title="Go to Integrations">
    Navigate to **Settings → Integrations**
  </Step>

  <Step title="Click Connect">
    Click **Connect QuickBooks**
  </Step>

  <Step title="Sign In">
    Sign in to your Intuit account
  </Step>

  <Step title="Authorize">
    Authorize Buddy to access your QuickBooks company
  </Step>

  <Step title="Initial Sync">
    Return to Buddy. Your customers begin syncing.
  </Step>
</Steps>

## Customer Sync

### What Transfers

From QuickBooks:

* Customer/Company name
* Display name
* Email address
* Billing address
* Phone numbers

To QuickBooks:

* New customers created in Buddy
* Customer updates

### Customer Badges

Customers synced from QuickBooks show a **QB** badge indicating:

* QuickBooks Customer ID
* Last sync timestamp

### 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](/features/data-reviews).

## Invoice Sync

### Creating Invoices

To create a QuickBooks invoice from an order:

<Steps>
  <Step title="Select Orders">
    Go to **Sales Orders** and select orders to invoice
  </Step>

  <Step title="Create Invoice">
    Click **Create Invoice** in the actions bar
  </Step>

  <Step title="Confirm">
    The invoice is created in both Buddy and QuickBooks
  </Step>
</Steps>

### 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

### Invoice Badges

Invoices show a **QB** badge with:

* QuickBooks Invoice ID
* Sync status
* Last sync timestamp

## 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.

## Troubleshooting

<AccordionGroup>
  <Accordion title="Customers not syncing">
    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
  </Accordion>

  <Accordion title="Invoice creation failed">
    Common causes:

    * Customer not linked to QuickBooks
    * Products not mapped to QuickBooks items
    * QuickBooks session expired (reconnect)
  </Accordion>

  <Accordion title="Payment status not updating">
    1. Verify payment is recorded in QuickBooks
    2. Click **Sync** to refresh
    3. Check the invoice is properly linked (has QB badge)
  </Accordion>

  <Accordion title="Duplicate customers">
    If you imported customers before connecting, duplicates may occur. Use [Data Quality](/features/data-reviews) to merge.
  </Accordion>

  <Accordion title="Session expired">
    QuickBooks authorization expires periodically. Go to **Settings → Integrations** and click **Reconnect**.
  </Accordion>
</AccordionGroup>

## Best Practices

<CardGroup cols={2}>
  <Card title="Connect Early" icon="plug">
    Connect QuickBooks during onboarding to avoid duplicate customers
  </Card>

  <Card title="Review Matches" icon="magnifying-glass">
    Check Data Quality after initial sync to resolve duplicates
  </Card>

  <Card title="Invoice Promptly" icon="clock">
    Create invoices soon after orders ship
  </Card>

  <Card title="Check Status" icon="circle-check">
    Periodically verify the integration stays connected
  </Card>
</CardGroup>

## Requirements

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