QuickBooks Integration
Sync clients, invoices, and payments with QuickBooks Online.
Last updated Mar 19, 2026
#Overview
The QuickBooks integration connects Jobkore to your QuickBooks Online account so your data stays in sync. Create documents in Jobkore and they appear in QuickBooks automatically — no double entry required.
#Connecting QuickBooks
- Go to Settings > Integrations.
- Click Connect QuickBooks.
- Sign in to your Intuit account and authorize Jobkore.
- Select the QuickBooks company you want to connect (if you have multiple).
- You're redirected back to Jobkore with the connection active.
Once connected, the integration card shows your QuickBooks company name and the date of your last sync.
#What Syncs
| Jobkore | QuickBooks | Direction |
|---|---|---|
| Clients | Customers | Jobkore → QuickBooks |
| Invoices | Invoices | Jobkore → QuickBooks |
| Payments | Payments | Jobkore → QuickBooks |
| Catalog items | Products & Services | Jobkore → QuickBooks |
| Invoice voids | Invoice voids | Jobkore → QuickBooks |
Clients are synced automatically when you push an invoice. If a client already exists in QuickBooks (matched by name), Jobkore links to the existing record instead of creating a duplicate.
#Sync Settings
Fine-tune how the integration behaves from Settings > Integrations > QuickBooks:
| Setting | What It Does |
|---|---|
| Auto-sync | Automatically pushes unsynced documents to QuickBooks daily. When off, you sync manually. |
| Deposit account | The QuickBooks bank account where payment deposits are recorded. Ask your accountant if you're unsure which to select. |
#Manual Sync
The Sync Now button on the QuickBooks integration card pushes all unsynced and edited documents to QuickBooks immediately. It also shows a count of how many documents are waiting, so you know at a glance whether anything is pending.
Tip
Use Sync Now after a busy day of creating invoices to make sure everything is in QuickBooks before your bookkeeper starts reconciling.
#Sync Status
Every invoice shows a QuickBooks sync status so you always know where things stand:
| Indicator | Meaning |
|---|---|
| Green check | Up to date in QuickBooks. |
| Yellow clock | Edited since last sync. A re-sync button is available. |
| Red X | Sync failed. A retry button is available with an error message. |
#Disconnecting
You can disconnect QuickBooks at any time from Settings > Integrations. When disconnecting, you have the option to clear the sync mappings between your Jobkore and QuickBooks records, or keep them intact so everything links back up if you reconnect later.