How does the QuickBooks Online (QBO) integration work?

Allene Norton
Allene Norton
  • Updated

The QBO integration is a 1-way sync from Copilot Dashboard to your QBO account. Once an invoice is in an Open state, a matching invoice and customer (if the customer doesn't yet exist) is created in your QBO account.

If the customer already exists in your QBO account, the invoice sent to the client in your portal will be matched to the customer in QBO.

From there, changes to the invoice and payments are tracked and sent to your QBO account.

Each line item in an invoice is associated with the default Sales service setup in your QuickBooks account.

Note: Since this is a 1-way sync, when you create an invoice in QBO, the invoice will not be automatically created in Copilot Admin. 


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