QuickBooks Online - Integration Guide

QuickBooks Online Integration

Sync your customers, invoices, and payments between FlexPoint and QuickBooks Online.

FlexPoint integrates seamlessly with QuickBooks Online to automate your accounting workflow. Once connected, invoice and payment data flows smoothly between both systems, ensuring your books are always up to date.

Integration Features

Once connected, your QuickBooks Online integration supports the following capabilities:

• Import customer information
• Import historical invoices
• Import new invoices as they are created or synced into QuickBooks Online
• Mark invoices as Paid automatically
• Enable automated bank reconciliation

Flow of Events for QuickBooks Online Integration

The following diagram illustrates how data moves between FlexPoint and QuickBooks Online once integration is active:

How to Connect

Watch the video below for step-by-step instructions on connecting QuickBooks Online to your FlexPoint account:

Auto-Import Historical and New Invoices

Learn how to automatically import historical invoices and any new ones created in QuickBooks Online:

FAQs

Do I need QuickBooks Online Plus or Advanced?▶

FlexPoint integrates with all QuickBooks Online tiers. However, Plus or Advanced editions offer more robust reporting and automation capabilities.

How often does data sync?▶

Data syncs automatically every few minutes, or you can manually refresh anytime from your FlexPoint dashboard.

Can I disconnect the integration later?▶

Yes. You can disconnect at any time under Settings → Integrations → QuickBooks Online. Your historical data remains intact in FlexPoint.

What are my Invoice sync options?▶

You can control how Payment Terminal transactions sync into your accounting system. Choose between Sales Receipts or Unapplied Payments for flexibility pertaining to payment reconciliation