QuickBooks

Keep QuickBooks Online and your Sois workspace in step — invoices, bills, credit notes, payments and contacts flow across automatically.

QuickBooks is the bridge between your Sois Accounting and QuickBooks Online. Finance teams who already keep their books in QuickBooks reach for it so they never key the same document twice.

What you can do

  • Push sales invoices, credit notes and supplier bills to QuickBooks as you raise them.
  • Keep contacts aligned across both systems, with manual matching when a name needs a human decision.
  • Map your line types to QuickBooks items and accounts, and your tax types to QuickBooks tax rates.
  • Set a default sales item and purchase account so ad-hoc lines still sync rather than failing.
  • Choose automatic sync or pause it to match contacts by hand first.
  • Watch sync health on the sync report, and drill into stuck syncs to fix and retry.

How to use it

QuickBooks installs automatically the moment you make a QuickBooks connection in Cloud Accounting settings — there's no separate switch in Settings → Apps. Connect your QuickBooks account, then choose what to push and how unmatched lines and contacts are handled.

The first setup aligns both systems and may use a little more in the way of AI credits than usual; after that, syncs only reconcile what's changed. If a document gets stuck, open it from the Stuck Syncs tab to see what QuickBooks returned, correct it and retry.

Working with your agent

Ask your agent to check on sync health and clear blockages, so you find out about a stuck invoice before your accountant does.

You:    "Did everything sync to QuickBooks this week, and is anything stuck?"
Agent:  Reports the sync status and lists any failed documents with the reason each one stalled.

How it fits

QuickBooks depends on Accounting — it mirrors the invoices, bills and payments you raise there and keeps Contacts matched on both sides. It is one of three cloud-accounting bridges alongside Xero and Sage; your agent can report sync status and re-queue failures on request.

Tip. Set a default sales item and purchase account — it stops one-off lines from landing in the Sync Errors tab and quietly breaking your reconciliation.