Step by step
- Open Administration › Integrations (tab Accounting) and press Connect QuickBooks.
- Sign in to Intuit with your own QuickBooks login, choose the company and press Connect.
- Back in SubClik, leave Product/service id in QuickBooks (optional) empty to use your "Services" item, or enter the id of another item.
- Leave Send each invoice and credit note to QuickBooks when it is issued and Mark invoices paid here when the payment is recorded in QuickBooks (every 30 minutes) ticked, and press Save settings.
- Issue an invoice in SubClik: it appears in QuickBooks › Sales within about 2 minutes.
What goes to QuickBooks
Every invoice and credit note when it is issued, with the customer, lines and VAT codes. VAT codes and your Services item are read from QuickBooks.
Customers are found by name, or added.
Payments recorded in QuickBooks mark the invoice paid here.
Once connected
The same tools as for Xero: Sync now, Disconnect, Send earlier invoices, the Not accepted by QuickBooks list and Connect again when it needs attention.
Questions
Does it work with QuickBooks Desktop?
No, QuickBooks Online only.
Where do I find a product/service id?
Leave it empty unless your accountant asks for a specific item; the Services item is used by default.
Works together with
- Integrations: connect your other systemsConnect your own Xero or QuickBooks, collect money with your own GoCardless or Stripe, put jobs in your calendar, send alerts to Slack, Teams, Google Chat, Zapier or Make, and let your own software read data with API keys.
- Change Xero or QuickBooks settingsChange the sales account, how invoices arrive in Xero, the QuickBooks item, and whether invoices are sent and payments brought back.
- Sync now or check payments nowSend waiting invoices to your accounting system and bring payments in straight away, instead of waiting for the automatic run every few minutes.
- Send earlier invoices to Xero or QuickBooksSend invoices and credit notes that were issued before you connected, from a date you choose.
- Invoices not accepted by Xero or QuickBooksWhat to do when an invoice did not reach your accounting system, or the integration shows Needs attention.
- Disconnect Xero, QuickBooks, GoCardless or StripeStop sending invoices or requesting payments through a connected account. Nothing already in that account is deleted.
- Connect XeroSend every invoice and credit note to your own Xero organisation as it is issued, and mark invoices paid here when the payment is recorded in Xero.