How to Connect Stackably to QuickBooks and Sync Invoices Both Ways
1. Open the QuickBooks integration settings in Stackably 0:15
In Stackably, go to Settings.
Open Advanced Settings.
Select API.
Find the available integrations and choose Connect for QuickBooks.
2. Authenticate your QuickBooks account 0:28
The easiest setup is to already be logged into QuickBooks in the same browser.
Click Connect in Stackably.
Stackably will authenticate your QuickBooks login and connect to the API automatically.
Once connected, you should see confirmation that the integration is active.
3. Review synced financial data in Stackably 0:56
After connecting, go to the Finance tab in Stackably.
You’ll see connected bank accounts and balances that match what appears in QuickBooks.
This helps confirm that the account connection is working correctly.
4. Pull invoices from QuickBooks into Stackably 1:06
Open the Invoices tab in Stackably.
If invoices already exist in QuickBooks, use Pull from QuickBooks to bring them into Stackably.
You can pull:
a specific date range
an all-time invoice update
Stackably will import:
invoice details
customer information
balances and due dates
If the customer does not already exist in Stackably, it will create that client record automatically.
5. Work with imported QuickBooks invoices inside Stackably 1:48
Imported invoices will show a QuickBooks icon to indicate their source.
From Stackably, you can still manage the invoice normally:
resend it
download it
print it
collect payment
This lets you manage QuickBooks-created invoices without leaving Stackably.
6. Create an invoice in Stackably and sync it to QuickBooks 2:19
In Stackably, select Create Invoice.
Choose the customer/contact, such as Chuck Taylor.
Add products or services from your account.
Adjust the rate if needed.
Choose a template if desired.
Click Send to save and send the invoice.
Stackably will store the invoice and push it to QuickBooks automatically.
7. Confirm the Stackably invoice appears in QuickBooks 3:17
Open QuickBooks and refresh the page.
The invoice created in Stackably should now appear in QuickBooks.
This confirms the systems are syncing correctly and the invoice data matches in both places.
8. Record a payment in Stackably and sync it to QuickBooks 3:45
Open the invoice in Stackably.
Click Pay Now.
Select the payment method, such as Cash.
Mark the invoice as paid.
Stackably updates the invoice status and sends the payment information to QuickBooks.
9. Verify the payment status in both systems 4:02
In Stackably, the invoice will show:
Paid status
payment amount
payment date
remaining balance, if any
In QuickBooks, you will see:
the invoice marked as paid
the recorded payment details
the payment method and amount received
This ensures both invoice and payment records stay aligned across platforms.
10. Use the integration to keep invoicing centralized 5:22
QuickBooks invoices can be pulled into Stackably for easier management.
Stackably invoices and payments can be pushed into QuickBooks automatically.
The integration helps keep all invoicing activity visible in one workflow while maintaining accurate records in both systems.