Overview
Run your client operations in Agiled and your accounting in QuickBooks without double-entering a single number. Invoices, payments, and expenses flow between both platforms automatically. Your accountant sees accurate data in QuickBooks while your team works in Agiled.
Configure
- 1
Authorize QuickBooks. Navigate to Settings > Apps, click QuickBooks, and sign in with your Intuit credentials to authorize the connection.
- 2
Map your accounts. Match Agiled income and expense categories to QuickBooks chart of accounts. Agiled suggests defaults to speed things up.
- 3
Enable sync. Turn on automatic sync. From now on, invoices, payments, and expenses flow between Agiled and QuickBooks in real time.
What you can do
Two-way invoice sync
Invoices created in Agiled appear in QuickBooks automatically. Payments recorded in either system update both.
Expense sync
Expenses logged in Agiled push to QuickBooks with the correct categories and accounts already mapped.
Customer record sync
New contacts in Agiled are mirrored in QuickBooks so your customer list stays consistent across platforms.
Accurate reporting
With data syncing in real time, your QuickBooks P&L and balance sheet always reflect the latest from Agiled.
Capabilities
QuickBooks app features
Invoice push
New and updated invoices in Agiled are automatically created or updated in QuickBooks.
Payment reconciliation
Payments recorded in QuickBooks reflect back in Agiled, keeping both ledgers in sync.
Chart of accounts mapping
Map Agiled categories to your existing QuickBooks chart of accounts for accurate classification.
Tax line mapping
Associate tax rates in Agiled with QuickBooks tax codes for correct tax reporting.
Selective sync
Choose which data types to sync: invoices only, expenses only, or everything.
Conflict resolution
When data differs between platforms, Agiled flags the conflict so you can resolve it manually.
FAQ
QuickBooks FAQ
The app currently supports QuickBooks Online. QuickBooks Desktop is not supported at this time.
You can choose to sync historical data during setup or start fresh with new records only.
Changes made in QuickBooks will sync back to Agiled to keep both platforms consistent. If there's a conflict, Agiled will flag it for review.
Yes. Disconnecting stops future syncing but does not delete any records already in either platform.
Other apps in Payments & Finance
Stripe
By Agiled
Accept payments on invoices, subscriptions, and client portal purchases with Stripe.
FreshBooks
By Agiled
Sync invoices and client data between Agiled and FreshBooks for seamless accounting.
ZohoBooks
By Agiled
Sync invoices, contacts, and payments between Agiled and Zoho Books.
Wise
By Agiled
Receive international payments and track multi-currency transfers with Wise.
PayPal
By Agiled
Accept PayPal payments on invoices and track transactions in Agiled.
Xero
By Agiled
Sync invoices, contacts, and payments between Agiled and Xero accounting.
Keep your books in sync effortlessly
Connect QuickBooks to Agiled and eliminate double-entry across your business tools.