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QuickBooks

Connect QuickBooks and push invoices.

Use the QuickBooks integration to send ClientDeck invoices into a connected QuickBooks company and keep sync state visible on the invoice.

Updated May 2026

01

Connect QuickBooks

Connecting starts an OAuth flow with Intuit and links your QuickBooks company to ClientDeck.

  1. Open Settings and go to the Integrations tab.
  2. Start the QuickBooks connection.
  3. Sign in with Intuit and authorize access to your company.
  4. Return to ClientDeck and confirm the connected status.

02

Push an invoice

From an invoice you can push it to QuickBooks, which creates the customer if needed and creates the invoice there.

  1. Open an invoice in the Invoices workspace.
  2. Use the push to QuickBooks action.
  3. Wait for confirmation that the invoice was sent.
  4. Check the invoice for its recorded QuickBooks sync state.

03

Handle re-pushes and disconnect

Pushing an already synced invoice does not create a duplicate, and disconnecting revokes the QuickBooks link.

  1. Re-push a synced invoice and note the already synced message.
  2. Open Settings then Integrations to disconnect QuickBooks.
  3. Confirm the disconnect prompt.
  4. Reconnect at any time to resume pushing invoices.

Notes

QuickBooks customers are matched by exact display name, case insensitive. If no match exists, a new customer is created, so a renamed client can produce a duplicate customer in QuickBooks.