50% OFF

Your first 3 months, half price. Save up to $250 a month on your total bill.

Claim this offer First 3 months half price · save up to $250/mo New customers only · ends 31 Dec 2026
OrderPulse.io Request a Demo
Home › Integrations › QuickBooks Online
QUICKBOOKS ONLINE

The route posts itself into QuickBooks.

Eleven record types, each with the direction it runs in and the reason behind it. Invoices raised at the door become QuickBooks invoices; payments come back the other way; nobody re-types anything on a Friday afternoon.

Request a demo Talk to us
  • Two-way sync
  • Per-record control
  • Nothing dropped silently
OrderPulse⇄QuickBooks OnlineInvoices⇄Payments received⇄Customers⇄Products & items⇄and 7 more record types
11 record types Each with its own direction, not one blunt switch.
You choose per record Off, in, out or both — decided by you.
Failures are visible A post that fails is queued and shown, not lost.
No double stock Items post as non-inventory; stock stays here.

Everything that crosses, and which way it goes

This is the actual sync matrix, not a summary of it — the same list the Sync rules screen reads when QuickBooks is connected.

WHAT MOVES, AND WHICH WAY11 record typesCustomers⇄Two-wayVendors⇄Two-wayProducts / items⇄Two-wayPayment terms⇄Two-wayInvoices⇄Two-wayPayments received⇄Two-wayCredit notes⇄Two-wayEstimates⇄Two-wayPurchase orders⇄Two-wayGoods receipts→Out to QuickBooksTax codes←Into OrderPulseDocuments stay off until you switch them on, per record type.Tax is import-only because QuickBooks does not allow tax codes to be created from outside it — so we do not pretend to.
9 two-waycustomers, products, invoices, payments and more
1 outgoods receipts post as QuickBooks bills
1 intax codes, because QuickBooks owns them
Your callevery one of them can be turned off

Who stays master of what

Two-way sync is only safe when each side owns different things. Here is the split, and the parts QuickBooks Online simply has no place to put.

QUICKBOOKS STAYS MASTER OFThe ledger and the chart of accountsTax codes and the rates behind themWhat your accountant already reconcilesThe financial record you file fromORDERPULSE HOLDSStock, batches and expiryWarehouses and van stockRoutes, stops and proof of deliveryPromotions, price levels and repsQUICKBOOKS ONLINE HAS NO COUNTERPART FORSales ordersPrice levelsSales repsLot / batchesWarehousesWhich is the point: the parts of distribution QuickBooks was never built to hold stay here, and only the money goes across.
Stock is not counted twiceItems push to QuickBooks as non-inventory, so stock is valued in one place rather than drifting between two.
A payment never round-tripsPayments taken here push up, payments entered in QuickBooks pull down — the same payment never crosses twice, so two-way is safe rather than a fight.
Batches and routes stay hereQuickBooks has nowhere to hold a lot number or a delivery round, so those live in OrderPulse and only the money crosses.

How the sync actually behaves

The details that decide whether an integration is trustworthy on day ninety, not day one.

Direction per record Off, in, out or both — set per record type on the Sync rules screen.
Documents start off Invoices, payments, credits, estimates and POs stay off until you switch them on.
Order that makes sense Customers, vendors and products sync first, because documents reference them.
Retries, then a dead letter A post that fails is retried; one that keeps failing is held where you can see it.
Conflicts surface When both sides changed the same record, that is shown rather than silently resolved.
Voids follow An invoice voided here is voided in QuickBooks, not left standing.
Credits both ways Credits raised on the route post as credit memos; open QuickBooks credits import back.
Tax computed per address Codes import from QuickBooks; the rate is resolved against the delivery address.
Purchasing round-trip Approved POs post out, open QuickBooks POs import, and receiving stays here.
Every run recorded Scheduled, manual or triggered — each run is logged with what it moved.

You decide what syncs, one record type at a time

Sync rules is the screen where a direction is chosen per record — and it can only offer what QuickBooks Online can actually do, because the list comes from the connector itself.

SYNC RULES · ONE DECISION PER RECORD TYPEOFF · IN · OUT · BOTHRECORDDIRECTIONCustomersOffInOutBothProducts / itemsOffInOutBothInvoicesOffInOutBothTax codesOffInOutBothAND WHAT THE SAME SCREEN REPORTS BACK1,240records linked12waiting to push3waiting to pull0failed repeatedly0open conflicts
No impossible optionsA direction the connector cannot do is shown disabled rather than offered and then failing quietly at 2am.
Start small, widen laterRun masters only for a month, watch the counters, then switch documents on once you trust it.
You can see the backlogRecords linked, changes waiting to push, records waiting to pull, repeated failures and open conflicts — all on the same screen.

The other integrations

Same connector framework, different ledger on the end of it.

QuickBooks DesktopConnector agent NetSuiteSuiteTalk XeroIn development Something elseBuilt to spec

Frequently asked questions

Will it double-count our stock?
No. Items push to QuickBooks as non-inventory records, carrying shared fields only — name, SKU and price. Stock stays owned by OrderPulse, which is the side that actually knows what is in the depot and on each van. That avoids two systems valuing the same case.
Can the same payment be applied twice?
No, and this is deliberate. Payments taken in OrderPulse push up; payments entered in QuickBooks pull down and are split across the invoices they settle. Each payment travels in one direction only, so turning both directions on cannot make the two sides fight over a balance.
Why is tax import-only?
Because QuickBooks Online does not allow tax codes to be created from outside it. We import them rather than pretending we can push them, and the rate itself is computed per delivery address at transaction time.
What about sales orders?
QuickBooks Online has no Sales Order object at all, so an order maps to an estimate or an invoice depending on where it is in its life. Orders themselves stay in OrderPulse, which is where picking, loading and delivery happen anyway. QuickBooks Desktop does have sales orders, and syncs them both ways.
What happens when a post fails?
It is retried. If it keeps failing it becomes a dead letter you can see and act on, rather than disappearing. The same applies to conflicts: if both sides changed a record, that is surfaced rather than one side quietly winning.
Do we have to sync everything?
No. Every record type has its own direction — off, in, out or both — and the transactional documents ship switched off. Plenty of customers run masters only for the first month and turn invoices on once they trust it.

See it post into your own QuickBooks.

Bring a sandbox company and a day of real orders. We will connect it and show you the invoices landing, rather than describing it.

Request a demo Talk to us
Request a Demo