QuickBooks Integration
Orchard Stack integrates with QuickBooks Online to streamline your accounting. The integration syncs invoices, payments, and credit notes for client private-pay accounts from Orchard Stack to QuickBooks Online. Syncing is one-way; third-party organizational and governmental account types are not supported.
How it works
Getting the integration running takes three stages:
Connect your QuickBooks Online account.
Set up the integration — choose your ledger accounts and map your clients, products, and payment types to their QuickBooks equivalents.
Sync transactions to QuickBooks, automatically or on demand.
The guides below walk through each part:
- Connecting & Setting Up QuickBooks Online — connect your account and complete the setup wizard.
- Syncing Transactions — sync invoices, payments, and credits, and review the sync log.
Before you begin
- You'll need administrator access in Orchard Stack.
- You'll need a QuickBooks Online company you can authorize.
- The QuickBooks Online integration must be enabled for your organization . If you don't see it under Administration → Accounting, contact support.
Invoicing Only Mode
If you use Orchard Stack for invoicing but manage payments and keep client balances in QuickBooks, you can turn on Invoicing Only Mode (Administration → Accounting → Accounting Settings). In this mode only invoices sync to QuickBooks; payments and adjustments are managed in QuickBooks instead. See Syncing Transactions for details.