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
- The Quickbooks Online Sync integration is available on the Business Plus and Enterprise Plans.
- Workspace owners and admins can set up the Quickbooks Online Sync integration.
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 Quickbooks Online with company administrator permissions and an admin account in ClickUp using the same email address.
You cannot sync with more than one company on your QuickBooks account at this time.
To start the sync:
- Using the new ClickUp admin account, open the App Center.
- Search for and select Quickbooks Online Sync.
- Select Manage.
- Click Sign In with Quickbooks Online.
- Complete the prompts to set up the sync.
- 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:
- Search for and select Quickbooks Online Sync.
- Select Manage.
- Click Stop Sync. You can resume any time by clicking Start Sync.