QuickBooks Online Integration
Via ZapierConnect 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.
Connects via Zapier
AgencyPro connects with QuickBooks Online through Zapier rather than a native built-in integration. Using the AgencyPro app on Zapier, you can build automated workflows ("Zaps") that move data between AgencyPro and QuickBooks Online — no code required. A Zapier account is needed (free and paid plans are available).
Browse AgencyPro ZapsWhy 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. A Zapier automation between AgencyPro and QuickBooks removes most of that double entry. Build a Zap so that when you send an invoice in AgencyPro, a matching invoice is created in QuickBooks, and when a client pays, the payment is logged against it. Your accountant gets cleaner, more consistent data to work from at month-end instead of chasing figures across two systems. For agencies that bill retainers or track project profitability, connecting the two via Zapier turns bookkeeping from a weekly chore into a mostly hands-off 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 with Zapier
- Create a free (or paid) Zapier account if you don't have one.
- In AgencyPro, open Settings → Integrations and enable Zapier.
- Open the AgencyPro app on Zapier and create a new Zap.
- Choose a trigger — either from AgencyPro or from QuickBooks Online, depending on which direction you want data to flow.
- Add QuickBooks Online (or AgencyPro) as the action app and connect your account.
- Map the fields you want to sync, then turn your Zap on.
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.
Does this sync historical invoices?
Zapier automations run on new activity going forward — a Zap triggers when an invoice or payment is created after the Zap is turned on. For older records, most agencies either enter them manually once or use a one-time import in QuickBooks rather than back-dating through Zapier.
Will sales tax be handled correctly?
You control this in your Zap. When you map AgencyPro invoice fields to QuickBooks in Zapier, you can set the appropriate tax code or rate. Because Zapier passes the values you map, it is worth testing a sample invoice to confirm tax lines come through as expected.
What if QuickBooks and AgencyPro get out of sync?
Zapier keeps a task history you can review, and it retries failed steps automatically. If a Zap was turned off or an invoice was edited directly in QuickBooks, you may need to reconcile those records manually — Zapier does not perform a full two-way reconciliation on its own.
Can I use this alongside my existing QuickBooks integrations?
Yes. A Zap only acts on the specific records and fields you configure. Other QuickBooks data (bank feeds, bills, payroll) is untouched and continues working with your other tools.
More Accounting Integrations
Ready to Get Started?
Connect QuickBooks Online with AgencyPro and streamline your workflow today.