Live two-way QBO sync requires Intuit Developer Portal app registration + a 2-4 week production review. We're working on it. In the meantime, CSV export covers the practical case — your bookkeeper imports our CSVs into QBO via File → Import.
Three CSVs available
| Customers | QBO Online's official customer-import shape: Name, Company, Email, Phone, Street, City, State, ZIP, Country, Notes. |
| Invoices | Per-line-item CSV — one row per line item with InvoiceNo + Customer + InvoiceDate repeated only on the first line of each invoice. Maps our line-item kinds (material/labor/service/fee) to QBO product/service categories. |
| Payments | Banking Transactions importable shape — date, description, amount, type, invoice #, customer. |
How to import in QBO
- 1Download CSV from /portal/integrations → QuickBooks card
Three buttons; download the ones you need.
- 2In QBO, click the gear icon → Import data
Top-right corner of any QBO page.
- 3Pick the data type
Customers / Invoices / Bank Transactions.
- 4Upload + map fields
QBO suggests field mappings based on our column headers — usually correct without changes. Review, click Next, then Import.
- 5Review the import summary
QBO shows what landed + what skipped (usually duplicates by name or invoice #).
Notify me when live sync ships
Click 'Notify me when ready' on the QuickBooks card. We track interest there and email everyone the day production sync goes live.