QuickBooks Online Integration

About the QuickBooks Online integration

Your Unificus account can synchronize Invoices and Estimates that you generate through the Office menu directly to your QuickBooks Online account.

Important: This connection operates in one direction only—from Unificus to QuickBooks. Documents and data you create in Unificus (Invoices, Estimates, Items, Contacts, etc.) will appear in QuickBooks Online. The reverse is not true: anything created directly in QuickBooks Online will not transfer back to your Unificus account. Additionally, the ‘Edit Open Invoice’ feature in Unificus is unavailable because QuickBooks Online doesn’t permit invoice modifications after creation.

Setting up the QuickBooks Online integration

1. Go to Flyout Menu > Integrations

2. Under the QuickBooks Online section, select the Connect to QuickBooks button

3. You’ll be directed to log in to your QuickBooks Online account, then confirm the connection between your QuickBooks account and your Unificus account

After you complete the setup, every Invoice and Estimate you create in Unificus will automatically appear in your QuickBooks Online account. Payment records logged in Unificus will also update your QuickBooks Online Payment History.

Creating tax-free items that sync to QuickBooks

QuickBooks Online doesn’t have a default Tax reference for Items without Inline Tax.

If you need both taxable Items (using Inline Tax) and non-taxable Items (with Tax applied at invoice level) on the same invoice, you’ll need to set up a General Tax in QuickBooks for situations where tax applies only to the overall invoice. Follow QuickBooks’ guide here: https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/set-up-your-sales-tax/00/186391

In QuickBooks, add a Rate per Tax with type GST, name it Custom Tax Integration, and set the Value to 0. This creates a reference point so all non-taxable Items on your Unificus invoices will default to Value 0 in QuickBooks.