Connecting QuickBooks Online
Automatically sync accepted quotes to QuickBooks Online as invoices.
Overview
On the Pro and Business plans, QuoteCrest connects directly to QuickBooks Online via OAuth. When a quote is accepted, it automatically syncs to QuickBooks as an invoice — no manual data entry required.
Connecting your QuickBooks account
- Go to Settings → Accounting
- Click Connect QuickBooks Online
- You'll be redirected to QuickBooks to authorise the connection
- Once authorised, you're returned to QuoteCrest and the integration is active
What syncs
When a quote is accepted:
- A new Invoice is created in QuickBooks
- Line items, quantities, prices, and tax rates are mapped
- The client is matched by email or created as a new customer
- The invoice date is set to the quote acceptance date
Manual sync
To sync an accepted quote manually, open the quote and click Sync to QuickBooks from the ··· menu.
Sync settings
Go to Settings → Accounting → QuickBooks Settings to configure:
- Default income account
- Default tax mapping
- Whether to sync automatically or manually
Disconnecting
Go to Settings → Accounting and click Disconnect QuickBooks. This removes the OAuth token — no data is deleted from QuickBooks.
Troubleshooting
Sync failed — Check that your QuickBooks subscription is active and that your OAuth token hasn't expired. Disconnect and reconnect to refresh the token.
Tax rates don't match — QuickBooks uses its own tax codes. Map your QuoteCrest tax rates to QuickBooks codes in Settings → Accounting → QuickBooks Settings.