Quickbooks Online Sync integration

Sync all customer, product, service, and invoice updates between ClickUp and Quickbooks Online, so you don't have to leave ClickUp to see and manage your accounting. The sync automatically generates tasks for all your customers, products, services, and invoices in an organized ClickUp Space.

Sync integrations are in beta.

What you'll need

What is synced

Customers are synced two-ways between Quickbooks Online and ClickUp.

Products, services, and invoices sync one-way from Quickbooks Online to ClickUp.

Customers

The table below shows all customer fields that sync two-ways:

Quickbooks Online customer field ClickUp task field
Name Name
Notes Description

The table below shows all customer fields that sync from Quickbooks Online to ClickUp:

Quickbooks Online customer field ClickUp task field
Customer ID Customer ID Custom Field
Parent Parent task
Company member Subtask

Products and services

The table below shows all products and services fields that sync two-ways:

Quickbooks Online products and services field ClickUp task field
Name Name
Sales description Description

The table below shows all products and services fields that sync from Quickbooks Online to ClickUp:

Quickbooks Online products and services field ClickUp task field
Item ID Item ID Custom Field
Income amount Income Amount Custom Field
Sales unit price/rate Items Price Custom Field

Invoices

The table below shows all invoice fields that sync two-ways:

Quickbooks Online invoice field ClickUp task field
Invoice number Name
Description Description

The table below shows all invoice fields that sync from Quickbooks Online to ClickUp:

Quickbooks Online invoice field ClickUp task field
Invoice ID Invoice ID Custom Field
Customer ID Customer ID Custom Field
Customer name Customer Name Custom Field
Total amount Total Amount Custom Field

Start the sync

We recommend creating a new admin account in your Workspace to set up the sync. A service account with admin access is preferred.

You cannot sync with more than one company on your QuickBooks account at this time.

To start the sync:

  1. Using a ClickUp account with the same email as the Quickbooks Online account with necessary permissions, open the App Center.

  2. Search for and select Quickbooks Online Sync.

  3. Select Manage.
  4. Click Sign In with Quickbooks Online.
  5. Complete the prompts to set up the sync.
  6. After authentication finishes, click Start Sync to sync all of your Quickbooks Online customers, products, services, and invoices. Do not close ClickUp while the sync is in progress.

Depending on the amount of data you have, the sync could take several hours. You can continue working in ClickUp and check the progress of the sync any time from the App Center.

If a task fails the sync, open the task to see why. Errors are displayed as task comments from the admin who set up the integration.

Use the integration

After the set up is complete, you'll see a new Space called Quickbooks Online that contains tasks for all the synced customers, products, services, and invoices. Depending on the data synced, the tasks will have several populated Custom Fields with important context.

You can add a task to a new location using Tasks In Multiple Lists and the sync will continue unless the original Quickbooks Online List is deleted.

Pause the sync

You can pause the sync at any time.

From the App Center:

  1. Search for and select Quickbooks Online Sync.
  2. Select Manage.
  3. Click Stop Sync. You can resume any time by clicking Start Sync.

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