Connect QuickBooks
For owners and managers
Connect QuickBooks Online once, and Sustainable ERP sends your issued invoices, credit notes and payments to it. Payments you record in QuickBooks come back too.
You need to be an administrator.
- Open Settings → Integrations.
- On the QuickBooks Online card, select Connect.
- Sign in to QuickBooks, choose your company and allow access.
You’re brought back to Integrations, which shows QuickBooks as Connected.
Only documents issued from the day you connect are sent. Older invoices stay as they are.
Next: map your VAT and accounts
Section titled “Next: map your VAT and accounts”Nothing is sent until you tell Sustainable ERP which VAT codes and accounts to use. See Map VAT rates and accounts.
What happens next
Section titled “What happens next”- Each invoice is sent when you issue it, with its customer added to QuickBooks first if needed.
- Credit notes are sent against the invoice they correct.
- Payments you record are sent to your bank account in QuickBooks. If you reverse a payment, it’s removed there too.
- Once a day, payments recorded in QuickBooks come back and mark invoices as paid. To check now, select Check payments now.
Reconnect or disconnect
Section titled “Reconnect or disconnect”If QuickBooks stops accepting the connection, the card shows Reconnect needed and administrators get an alert. Select Reconnect and sign in again. Anything waiting is sent once you do.
To stop sending, select Disconnect. Nothing already in QuickBooks is deleted.
Xero and Sage show as Coming later.