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Connecting QuickBooks Online

Connect QuickBooks Online in one step, then choose whether QuickBooks sends invoices automatically. Syncing payments marks invoices paid in IMP.

Admin → your name → Settings → Invoicing → Connect to QuickBooks · 1:45

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Already use QuickBooks? Connect it, and invoices you send from IMP go straight into it.

  1. Choose QuickBooks Online as your delivery method, then connect. You sign in to Intuit with your own credentials and choose your company. There's nothing to copy or paste. Use the company you actually bill from, because every invoice you send lands in it.
  2. Then decide what happens when you send an invoice. Push it to QuickBooks only, so you can review it there first. Or push and send automatically, so QuickBooks emails your client right away.
  3. Send an invoice and it appears in QuickBooks with the job on the line: the date, the language, the delivery type, and the time. IMP finds the customer by name, and adds them if they're new.
  4. When clients pay in QuickBooks, sync your payments, and IMP marks those invoices paid.
  5. If someone changes a total in QuickBooks, IMP flags that invoice instead of overwriting it.
  6. You can disconnect any time. Invoices already in QuickBooks stay there.
  7. If Intuit's sign-in hangs, try again in a few minutes. That's on Intuit's side.

Next, connecting Stripe.

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