QuickBooks Online — Integration

Overview

Sync invoices, payments, fees, and payouts to QuickBooks Online. Keep AR in lockstep and simplify reconciliation for finance teams.

Capabilities

• Invoice sync (draft/open/paid/void) with line items and tax

• Payment & refund journal entries with fee categorization

• Payouts to bank accounts mapped to clearing accounts

• Customer/contact mapping with de-duplication

1. 1

   Step 1

   Click **Connect QuickBooks** in PayStream and complete Intuit OAuth.

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2. 2

   Step 2

   Choose your company file and map chart-of-accounts (income, tax, fees, clearing).

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3. 3

   Step 3

   Map PayStream customers to QBO customers (auto-match rules available).

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4. 4

   Step 4

   Run an initial sync and review the reconciliation report.

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Limitations

• QBO API rate limits apply; large backfills are queued.

• Multi-currency requires QBO feature enablement and consistent currency setup in PayStream.

FAQs

Pricing