QuickBooks
Import accounting records from QuickBooks Online and export invoices, payments, credits, expenses and bills.
Overview
Bring customers, items, sales invoices, and payments from QuickBooks Online into Agiled. Preview and export issued, unpaid invoices, recorded payments, credit notes and applications, paid expenses, and unpaid supplier bills. Set company-specific currency and accounting mappings, then opt into automatic imports or new eligible invoice exports.
Configure
- 1
Connect QuickBooks Online. Open Settings > Apps, choose QuickBooks Online, and authorize access to the intended accounting company.
- 2
Check your company. Verify the connected accounting company. Reconnect to select a different company, then review its accounting mappings.
- 3
Review accounting settings. Choose import resources and dates, map invoice taxes and the sales item, and review the export currency preference.
What you can do
Invoice imports
Bring sales invoices from QuickBooks Online into Agiled.
Client records
Import QuickBooks Online customers as Agiled accounts.
Product catalog
Import products and services from your QuickBooks Online item catalog.
Reviewed accounting exports
Preview the company, customer, currency, taxes and total before exporting an issued, unpaid invoice.
Capabilities
QuickBooks app features
Sales invoice import
Import sales invoices from QuickBooks Online in their transaction currency.
Payment import
Bring recorded invoice payments from QuickBooks Online into Agiled.
Source or company base currency
Keep the invoice currency or convert the accounting copy to company base currency. Agiled keeps the original client invoice unchanged.
Payments, credits, expenses and bills
Export recorded payments and credit applications against linked documents. Keep paid expenses and unpaid supplier bills separate, with explicit supplier, account, tax and payment details.
Optional automatic sync
Separate opt-ins check imports and new eligible invoice exports every 15 minutes. Saved customer and accounting mappings are required; review missing mappings or rates in run history.
FAQ
QuickBooks FAQ
No. This integration supports QuickBooks Online.
Yes. Preview issued, unpaid invoices before export. Completed payments require a verified invoice link and bank or clearing account. Credit notes and existing credit applications export separately. Approved expenses can export as paid expenses with actual payment details or unpaid supplier bills with a due date. These workflows require account and tax mappings; payment, credit and expense exports are reviewed manually.
Imports include existing sales invoices. Select resources and limit invoice and payment imports by date. Review a small sample before using a broad import.
Edit them in QuickBooks Online. A later sync can overwrite changes made to linked records in Agiled.
Keep the original currency when the company supports it, or convert the accounting copy to company base currency while Agiled retains the original invoice. QuickBooks can retrieve the invoice-date rate. The customer must use the accounting copy's currency, so one client may need separate QuickBooks customer mappings. Different-currency receipts use actual bank proceeds and require settlement review; invoice-date rates do not settle payment-date exchange differences.
QuickBooks invoice creation posts the sale; it is not a non-posting draft. Export does not email the client. Review the accounting copy after export.
Disconnecting stops further syncs. Records already imported into Agiled remain available.
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Connect QuickBooks Online to Agiled
Bring your accounting records into your client workspace.