Learn about our QuickBooks Online integration.
You can synchronize accounting data with QuickBooks Online using our QuickBooks Online integration. This integration allows you to create expense transactions, sync them to QuickBooks Online, and manage attachments.
For more details about the supported data types and operations, see QuickBooks Online integration reference.
Set up the integration
See Set up the QuickBooks Online integration to learn how to set up and enable the integration.
Supported operations
Expense transactions
✅ Create expense payments
✅ Create direct cost expenses
✅ Create reimbursable expenses
✅ Create transfer transactions
✅ Create adjustment transactions (refunds, chargebacks, rewards)
Transaction types
Transaction Type
Supported
✅ Upload receipts and documents
✅ Link attachments to expense transactions
✅ Support for images (JPG, PNG, GIF) and documents (PDF, DOC, DOCX)
Retrieve chart of accounts from QuickBooks Online to map expenses to the correct accounts.
Retrieve tax rates from QuickBooks Online to apply correct tax calculations.
Retrieve vendor/supplier information from QuickBooks Online.
Retrieve customer information from QuickBooks Online for billable expenses.
Tracking categories
Retrieve tracking categories (classes, locations, etc.) from QuickBooks Online for expense categorization.
QuickBooks Online uses OAuth 2.0 for authentication. When creating a company and connection, Sync2Books handles the OAuth flow automatically.
Connection status
Connections can have the following statuses:
CONNECTED - Connection is active and ready to sync
DISCONNECTED - Connection was disconnected by the user
ERROR - Connection has an error and needs attention
Common use cases
Expense management
Create expense transactions from card transactions and sync them to QuickBooks Online with proper categorization and tax handling.
Receipt management
Upload receipts and attach them to expense transactions for a complete audit trail.
Billable expenses
Mark expenses as billable to customers and track them for invoicing.
See QuickBooks Online FAQs for answers to common questions about the integration.