Use this article to find out what the free QuickBooks Online integration in Stackably does and how to connect it from the Api page under Settings. Short answer: yes. Every Stackably account includes a QuickBooks Online integration at no extra cost. Once it is connected, Stackably and QuickBooks keep each other up to date so you never have to enter an invoice twice.

The QuickBooks integration syncs invoices, payments and clients between Stackably and QuickBooks Online.

Invoices sync both ways. An invoice you create and send in Stackably is pushed to QuickBooks automatically, and invoices created in QuickBooks are brought into Stackably with Pull from QuickBooks, where you can send them, collect payment and track their status like any other invoice.

Payments are recorded in both places. When you record a payment on an invoice in Stackably, the invoice is marked paid in QuickBooks with the payment details.

Clients are matched to QuickBooks customers. Each client in your Contacts list is tied to its matching customer record in QuickBooks, so invoices land under the right customer on both sides. If a QuickBooks customer does not exist in Stackably yet, the client record is created for you when their invoice is pulled in.

It is free. There is no add-on fee and nothing to subscribe to inside Stackably. You only need your own QuickBooks Online account.

To connect QuickBooks to Stackably, open Settings, click ① Advanced Settings, then choose ② Api in the left-hand menu. Scroll to the Business & Operations section, find the ③ QuickBooks card and click ④ Connect. Sign in to QuickBooks when asked and approve the connection; the Api page then confirms the integration is active.

Tip: It is quickest if you are already signed in to QuickBooks Online in the same browser before you click Connect.

Note: The QuickBooks card is shown for the account's primary login. If you are signed in as an employee and do not see it under Business & Operations, ask the account owner to connect QuickBooks.

After you connect QuickBooks, go to Finance to see your invoices. Use Pull from QuickBooks to bring in invoices that already exist in QuickBooks, and simply create invoices in Stackably as usual to have them pushed across. Invoices that came from QuickBooks show a green QuickBooks logo on the Finance page so you can tell where they started.

For a step-by-step walkthrough with video, see Connecting Stackably to QuickBooks Tutorial. For the full list of what syncs and how to keep the two systems in step, see Connecting QuickBooks to Stackably.