QuickBooks integration

Connect QuickBooks to the rest of your business.

QuickBooks keeps your books clean and your accountant happy. We build the connections around it, so invoices, bills and customers stop getting typed in twice.

Keep it, then extend it

What QuickBooks does well, and where teams outgrow it.

Where QuickBooks shines
  • Everyone already knows itYour bookkeeper, outside accountant and auditors know QuickBooks, which keeps month-end simple.
  • Solid core accountingInvoicing, bills, bank feeds, bank rules and reconciliation cover the daily work well.
  • Approvals and reminders in AdvancedQuickBooks Online Advanced adds custom workflows for reminders, approvals and notifications on invoices, bills and purchase orders.
Where teams hit the limits
  • Operations live elsewhereJobs, projects, inventory and sales happen in other tools, and someone copies the totals into QuickBooks.
  • Bills arrive as PDFsVendor invoices land in inboxes and get keyed in one line at a time.
  • Reports stop at the booksMargin by job, customer or product needs data QuickBooks doesn't hold, so those reports get built in spreadsheets.
What we build around it

Connecting QuickBooks to the rest of your work.

01

Invoices from your job or order system

Finished work becomes a draft invoice in QuickBooks with the right customer and items.

02

Bills read from email

Vendor invoices are read, coded and entered as bills for a person to approve.

03

Customers in sync with your CRM

New and changed customers stay matched, so nobody cleans up duplicates at month-end.

04

Payments matched to open invoices

Payments collected in other systems get applied to the right invoice.

05

Job and project profit reports

Costs from QuickBooks combine with hours and materials from your other tools.

06

QuickBooks Desktop connections

For companies still on Desktop, a connection that runs alongside it on a Windows computer you control.

Before we start

How access works.

Someone with admin access to your QuickBooks Online company approves the connection through Intuit's secure sign-in, and it can be disconnected at any time. We build and test against a free Intuit test company first, never your live books. Intuit limits how often software can read from each company and meters some reading through its App Partner Program, so we design connections to read only what they need. QuickBooks Desktop works differently: connections run through Intuit's Web Connector on a Windows computer that can reach your company file.

FAQ

Common questions.

Do we have to move off QuickBooks?

Usually not. Many mid-size companies run well on QuickBooks Online once the double entry around it is gone. If you have truly outgrown it, we will say so.

Will this break when QuickBooks updates?

QuickBooks Online changes often. We use Intuit's supported connection, follow its developer notices and add checks that alert us early if something stops matching.

We're still on QuickBooks Desktop. Can you connect to it?

Yes, through Intuit's Web Connector, which runs on a Windows computer with access to your company file. Intuit stopped selling several Desktop editions to new US customers in 2024 (Enterprise is still sold), so we can also help plan a later move to Online.

Partner with Inkwell

Tell us how you use QuickBooks today.

A few sentences is plenty. We'll tell you what we'd connect first, and whether a ready-made app already does the job.