QuickBooks
Connect QuickBooks Online to synchronize accounting records, invoices, payments, and refunds with Tiquo.
All dashboard users can browse the Integration Marketplace. Only authorised Tiquo staff can currently connect or manage integrations. Contact your Tiquo account contact or support team to arrange a connection. The steps below cover the access and configuration needed for setup.
The QuickBooks integration connects one QuickBooks Online company to Tiquo's accounting model.
What the integration synchronizes
- Customers and vendors
- Products and services
- Chart-of-account and tax information used for document mapping
- Sales invoices, bills, credit notes, and vendor credits
- Payments and refunds
Tiquo can create or update linked QuickBooks customers and items. Eligible Tiquo orders can create or update invoices, and successful payments or refunds can be recorded against the linked accounting document.
Before you begin
You need:
- Permission to manage integrations in Tiquo.
- An active QuickBooks Online company.
- An Intuit user allowed to authorize third-party applications and access the accounting records you intend to synchronize.
Tiquo already manages the production Intuit OAuth application. You do not need to create your own Intuit developer app or enter OAuth credentials.
Connect QuickBooks
- In Tiquo, open Settings > Integrations.
- Find QuickBooks and select Connect.
- On the Intuit page, sign in with your QuickBooks user.
- Select the QuickBooks Online company to connect.
- Review the accounting access and select Connect.
- Return to Tiquo and open QuickBooks > Settings.
The selected company becomes the connection's QuickBooks company, also called its realm.
Configure and use QuickBooks in Tiquo
- Under Data flow, turn on QuickBooks to Tiquo to import QuickBooks accounting records, and Tiquo to QuickBooks if Tiquo should create or update QuickBooks records.
- Under Documents to import, choose Sales invoices, Bills and purchases, or both, and whether Voided invoices stay in Tiquo.
- Under Invoice defaults, set the Fallback contact ID, Fallback product ID, Sales account code, Tax rate ID, Payment terms (days), and Fallback currency used by outbound invoices.
- Optional: under Custom field mappings, fill QuickBooks invoice fields that Tiquo doesn't set, from the Tiquo order or the accounting document.
- Under Sync rules, choose whether to keep the QuickBooks version, the Tiquo version, or the most recently updated version when a linked document changes in both systems.
- Select Save settings.
See the accounting integration settings for what each setting does.
For new QuickBooks items, configure a valid income account. For outbound payments, the customer or vendor and target invoice or bill must already be linked.
Initial sync and duplicate handling
The first scheduled run imports supported records visible in the connected QuickBooks company. Tiquo stores QuickBooks IDs and Tiquo references on each link, then updates those linked records on subsequent runs.
If two unlinked records represent the same real customer, review them before enabling outbound writes. The integration does not silently merge unrelated accounting records based only on a similar name.
Monitor or disconnect
Open QuickBooks > Settings > Data flow health to review the accounting reference data and invoice imports, outbound queues, and failures. After correcting a mapping or provider validation error, select Retry failed imports or Retry failed sends. Select Dismiss failed sends for sends you no longer need. See Data flow health.
Disconnecting stops future syncs but leaves existing QuickBooks and Tiquo records in place.
For help, contact support@tiquo.co.