QuickBooks Online Integration
Seamlessly sync client data, invoices, and financial reports
Connect TuskCPA to QuickBooks Online in under 5 minutes. Automatically sync transactions, invoices, bills, and financial reports bidirectionally. No manual data entry required.
What You Can Do
Bi-Directional Sync
Changes made in either QuickBooks or TuskCPA automatically sync in real-time. No duplicate data entry.
Automated Workflows
Trigger TuskCPA workflows when invoices are created, payments received, or expenses recorded in QuickBooks.
Custom Field Mapping
Map QuickBooks fields to TuskCPA fields exactly how you need them. Full control over what syncs and where.
Multi-Company Support
Connect multiple QuickBooks companies to one TuskCPA account. Perfect for firms managing many clients.
Setup Instructions
Step 1: Navigate to Integrations
In your TuskCPA dashboard, go to Settings → Integrations → Accounting Software. Click on the QuickBooks Online card.
Step 2: Connect to QuickBooks
Click "Connect to QuickBooks" and log in with your Intuit credentials. You'll be asked to authorize TuskCPA to access your QuickBooks company.
Note: You must be an Admin or Company Admin in QuickBooks to connect the integration.
Step 3: Configure Sync Settings
Choose which data to sync:
- Customers: Sync QuickBooks customers as TuskCPA clients
- Invoices: Automatically import invoices and track payment status
- Bills & Expenses: Pull in vendor bills and expenses for review
- Chart of Accounts: Import your COA for workflow categorization
- Financial Reports: Auto-generate P&L, Balance Sheet, Cash Flow
- Bank Transactions: Import categorized bank transactions
Step 4: Map Fields (Optional)
By default, TuskCPA intelligently maps QuickBooks fields to the most appropriate TuskCPA fields. Advanced users can customize these mappings in the Field Mapping section.
Step 5: Set Sync Frequency
Choose how often data syncs:
- Real-Time: Syncs within seconds of changes (recommended)
- Hourly: Syncs every hour
- Daily: Syncs once per day at scheduled time
- Manual: Only syncs when you click "Sync Now"
Step 6: Initial Sync
Click "Start Initial Sync" to import your historical data. Depending on your company size, this may take 5-30 minutes. You'll receive an email when complete.
What Data Syncs
From QuickBooks → TuskCPA
- • Customer/client information and contact details
- • Invoices, sales receipts, and payment status
- • Bills, expenses, and vendor information
- • Bank and credit card transactions
- • Chart of accounts and account balances
- • Journal entries and adjustments
- • Tax rates and settings
From TuskCPA → QuickBooks
- • New client records as QuickBooks customers
- • Generated invoices for accounting services
- • Categorized expenses from receipt capture
- • Journal entries created in workflows
- • Updated customer information and tags
Common Use Cases
Automated Monthly Bookkeeping
Set up a workflow that automatically pulls bank transactions from QuickBooks, categorizes them using AI, generates monthly financial reports, and sends them to clients for review. Saves 5-6 hours per client per month.
Invoice Payment Tracking
When an invoice is marked paid in QuickBooks, automatically trigger a "thank you" email to the client and update project status in TuskCPA. No manual checking required.
Tax Return Preparation
Pull QuickBooks financial data directly into TuskCPA, generate tax organizers, and export data to your tax software (Drake, Lacerte). Eliminates manual data transfer.
Client Onboarding
When a new client is added in TuskCPA, automatically create them as a customer in QuickBooks with all relevant details synced. Maintain consistency across platforms.
Troubleshooting
Connection Issues
If your connection fails or disconnects:
- 1. Verify you're logged into the correct QuickBooks company
- 2. Check that you have Admin or Company Admin permissions
- 3. Try disconnecting and reconnecting the integration
- 4. Clear your browser cache and cookies
- 5. Contact support if issues persist
Sync Errors
If data isn't syncing correctly:
- • Check the Sync Log under Settings → Integrations for error details
- • Verify required fields are filled in both systems
- • Ensure duplicate records aren't preventing sync
- • Review field mapping if custom fields are involved
Duplicate Records
TuskCPA uses smart matching to prevent duplicates, but if they occur:
- • Use the "Merge Records" tool under Data Management
- • Set up matching rules based on customer name, email, or ID
- • Enable "Skip Duplicates" in sync settings
Security & Permissions
Your QuickBooks data security is our top priority:
- OAuth 2.0: We use Intuit's secure OAuth protocol - we never store your QuickBooks password
- Encrypted Transfer: All data is encrypted in transit using TLS 1.3
- Read/Write Controls: Choose whether TuskCPA can only read or also write to QuickBooks
- Audit Logs: Every sync action is logged for compliance
- Automatic Token Refresh: Connection stays active without manual re-authorization
Pricing
QuickBooks Online integration is included in all TuskCPA paid plans at no additional cost. Connect unlimited QuickBooks companies.
Need Help Setting Up?
Our integration specialists can help you configure the perfect QuickBooks setup for your firm.