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OnboardMe + QuickBooks
Customers sync with QuickBooks Online, invoices are created on acceptance and on bill dates, and payments collected through OnboardMe mark them paid.
What syncs
What moves between OnboardMe and QuickBooks.
Clients ⇄ both ways
Customers pulled in and kept updated when clients change.
Invoices ⇄ both ways
Invoices pushed on acceptance and on bill dates. Unpaid invoices come in for debtor management.
Payments → to QuickBooks
Payments marked against invoices and settlements posted.
How it works
How OnboardMe works with QuickBooks.
Step 1
Connect QuickBooks
Sign in with Intuit. Customers, tax rates and items come across.
Step 2
Map items
Link services to QuickBooks items and tax rates.
Step 3
Bill on acceptance
Invoices are created when the client accepts, or on the bill date.
Step 4
Paid upfront
Payments collected through OnboardMe mark the invoice paid automatically.
Setup
Getting connected
Connect with your Intuit login. Invoice and payment changes in QuickBooks come back in near real time.
- Optionally email the invoice to your client from OnboardMe when it’s raised.
- Map services to items and tax rates.
- QuickBooks customers not yet in OnboardMe come in as clients.
Related
More in Accounting.
Xero Accounting
Contacts, invoices and payments in Xero without re-keying, reconciled automatically.
In BetaMYOB Business
Create customers from onboarding and send invoices that reconcile automatically.
FreeAgent
Sync contacts, projects and invoices from OnboardMe to FreeAgent.
Stay updated
Get the latest updates on new features, integrations, and tips for onboarding clients.
Have a question?
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