Connect TradelyHQ to your QuickBooks Online account once, and your invoices and payments stay matched up in both places.
Connecting QuickBooks
- In TradelyHQ, go to Settings → Integrations
- Find the QuickBooks Online card and click Connect QuickBooks
- Sign in with your QuickBooks account and approve TradelyHQ when prompted
- You'll land back in TradelyHQ. The QuickBooks card now shows a Connected pill
What happens after you're connected
- Invoices push to QuickBooks: to send each invoice to QuickBooks the moment you click Send, go to Settings → Business → Invoice delivery and set it to send through QuickBooks. Otherwise you can still push individual invoices to QuickBooks from the invoice itself
- Payments flow back to TradelyHQ: when a customer pays an invoice in QuickBooks, TradelyHQ marks it Paid on its own
- Customers and line items show up in QuickBooks: the first time you push an invoice for a client, that client appears as a Customer in QuickBooks. Same for line items
Invoices flow from TradelyHQ into QuickBooks. We don't bring stuff the other direction.
If anything doesn't match between TradelyHQ and QuickBooks, you'll see it in the QuickBooks Sync Errors panel.
How to disconnect
Go to Settings → Integrations, find the QuickBooks Online card, and click Disconnect. Confirm in the popup. Done. Anything you've already pushed stays in QuickBooks exactly as it was.
If something looks wrong
Open the QuickBooks Sync Errors panel under Settings → Integrations. Each row has a Resolve button to dismiss it once you've fixed it in QuickBooks. To retry everything at once, click Reconcile now at the top of the panel.
If you see a Reconnect QuickBooks banner at the top of the Sync Errors panel, click it and sign in again. Your existing invoices aren't affected.