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QuickBooks Online Sync

The Business System integrates with QuickBooks Online to sync:

  • Customers
  • Sites (as sub customers, where supported)
  • Invoices
  • Payments
  • Bills and Purchase Orders (where implemented)

High level behavior

  • Customers are synced on demand or in batches.
  • Invoices created in the system can be pushed to QuickBooks.
  • Payments recorded in QuickBooks can be pulled back into the system.
  • OAuth tokens and refresh tokens are stored so that sync can run from background jobs.

The goal is to keep QuickBooks as the system of record for accounting, while the Business System handles operational detail.