QuickBooks Online Integration
Connect AgencyPro with QuickBooks Online to automatically sync invoices, payments, expenses, and clients to your accounting software. Eliminate manual data entry, keep your books accurate in real-time, and give your accountant one source of truth for every transaction. The integration supports both US and international QuickBooks Online editions.
Why Connect QuickBooks Online with AgencyPro?
Most agencies lose 3-5 hours every week manually copying invoice and payment data between their operations tool and QuickBooks — time that could be spent on billable work. The QuickBooks integration ends that double entry forever. Every invoice you send from AgencyPro appears instantly in QuickBooks, every payment is reconciled automatically, and your profit-and-loss reports always reflect reality. Your accountant will thank you: instead of chasing receipts and reconciling mismatched numbers at month-end, they get clean, categorized data ready for close. For agencies that bill retainers, track project profitability, or work with multiple currencies, this integration is the difference between bookkeeping as a chore and bookkeeping as a passive background process.
Key Features
Benefits for Your Agency
How Agencies Use QuickBooks Online with AgencyPro
Automate client billing reconciliation
Invoices sent from AgencyPro automatically create matching invoices in QuickBooks, and payments reconcile themselves when clients pay — no manual matching required at month-end.
Track project profitability accurately
Sync AgencyPro time entries and expenses to QuickBooks tagged by project, so you can pull true profit-and-loss reports per client or engagement in QuickBooks.
Hand clean books to your accountant at year-end
Your accountant logs into QuickBooks and sees fully categorized income, expenses, and tax-ready reports — no more Excel exports or reconciliation spreadsheets.
How to Set Up QuickBooks Online
- Go to Settings → Integrations → QuickBooks in your AgencyPro dashboard
- Click "Connect QuickBooks" and sign in to your Intuit account via OAuth
- Select which QuickBooks company file to connect (if you manage multiple)
- Map your AgencyPro services to QuickBooks income accounts and tax codes
- Choose whether to sync historical data or start fresh from today
- Enable automatic sync — new invoices and payments now flow to QuickBooks in real time
Frequently Asked Questions
Does this work with QuickBooks Desktop or only Online?
The integration works with QuickBooks Online (all tiers: Simple Start, Essentials, Plus, Advanced). QuickBooks Desktop is not supported because it lacks a public API. If you use Desktop, consider migrating to Online to use this integration.
What happens to historical invoices when I connect?
During setup, you can choose to sync historical data (up to 24 months) or start fresh from the connection date. Most agencies start fresh to avoid duplicate entries if they already have older data in QuickBooks.
Will sales tax calculate correctly?
Yes. AgencyPro maps each service to a QuickBooks tax code during setup, and tax amounts flow correctly between systems. For US agencies, this includes support for automated sales tax calculations by state and jurisdiction.
What if QuickBooks and AgencyPro get out of sync?
The integration includes a manual "Reconcile" button in Settings that compares both systems and flags discrepancies (rare, but possible if invoices are edited directly in QuickBooks). You can resolve each mismatch individually without re-syncing everything.
Can I use this alongside my existing QuickBooks integrations?
Yes. The integration only touches invoices, payments, customers, and expenses created or modified in AgencyPro. Other QuickBooks data (bank feeds, bills, payroll) remains untouched and continues working with your other tools.
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Ready to Get Started?
Connect QuickBooks Online with AgencyPro and streamline your workflow today.