QuickBooks
Connect QuickBooks Online to synchronize accounting records, invoices, payments, and refunds with Tiquo.
The Integration Marketplace is visible to all dashboard users. Connecting or managing an integration is currently restricted to authorised Tiquo staff. Contact your Tiquo account contact or support team when you are ready to connect; the steps below describe the access and configuration they will need.
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
- Enable Scheduled sync to import QuickBooks accounting records.
- Enable Tiquo to provider if Tiquo should create or update QuickBooks records.
- Choose Sales invoices, Bills and purchases, or both.
- Choose whether QuickBooks, Tiquo, or the newest update wins a conflict.
- Set a fallback currency when required.
- Configure outbound defaults for the fallback customer, item, sales account, tax rate, and payment terms.
- Choose whether voided documents remain visible in Tiquo.
- Select Save settings.
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. Subsequent runs update those linked records; they do not intentionally recreate every customer or invoice on each sync.
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 master-data and invoice runs, processed-record counts, outbound queues, and failures. Retry a failed delivery after correcting its mapping or provider validation error.
Disconnecting stops future syncs but leaves existing QuickBooks and Tiquo records in place.
For help, contact support@tiquo.co.