🧾 QuickBooks Integration Overview
Easily connect your Stackably account to QuickBooks Online to sync your financial data automatically. This integration helps you keep your books accurate, reduce manual entry, and view real-time business insights directly inside Stackably.
🔗 Connecting QuickBooks
Go to Settings › Advanced Settings › API Integrations › QuickBooks.
Click “Connect to QuickBooks.”
Sign in with your Intuit account and grant permission to Stackably.
Once connected, Stackably will securely store your QuickBooks connection and automatically refresh your tokens to keep your data in sync.
You can disconnect anytime through the same settings tab.
📊 What Syncs Automatically
Category | Direction | Description |
Invoices | Both Ways | Create or update invoices in Stackably and automatically push them to QuickBooks. Edits made in QuickBooks will also sync back to Stackably. |
Payments | Push | Payments received through Stackably are posted to the correct QuickBooks invoices and customer accounts. |
Profit & Loss Reports | Pull | QuickBooks financial summaries display inside Stackably dashboards for quick performance tracking. |
Accounts & Customers | Both Ways | Stackably auto-creates and updates customers, vendors, and accounts as needed when invoices or income are synced. |
Credit Card Transactions | Pull | Stackably imports your QuickBooks credit-card purchases, allowing you to categorize or delete items directly from your dashboard. |
🕒 Sync Frequency
Instant: User actions such as sending an invoice or marking a payment as received.
Automatic: Background syncs and Intuit webhooks keep your data up to date.
Nightly: A scheduled job runs overnight to ensure all credit-card and financial data stay aligned between systems.
🔐 Security
All communication with QuickBooks is protected using OAuth 2.0 secure authentication. Stackably never stores your QuickBooks login credentials. Token refresh happens automatically in the background.
⚙️ Troubleshooting
If you see a message about “Token expired”, simply click Reconnect to QuickBooks in Settings.
For missing or delayed data, open the Finance › Dashboard and click Sync Now.
If errors persist, contact us using the in-app Help bubble.
💡 Best Practices
Always complete your initial sync during off-hours for the first time to avoid performance delays.
Review your Profit & Loss dashboard regularly to confirm accuracy.
Disconnect and reconnect if your QuickBooks account changes ownership or subscription level.