How to Connect QuickBooks Online
MonuDesk integrates with QuickBooks Online to keep your accounting in sync. When you create orders and log payments in MonuDesk, the data is automatically sent to QuickBooks.
Written By Dennis Rodin
Last updated About 7 hours ago
How to connect
Go to Settings → Integrations → QuickBooks. Click the QuickBooks button. You will be asked to enter your QuickBooks email and password. Once logged in, QuickBooks confirms the connection and you're done.
You can disconnect at any time from the same page.
What gets synced
When you create a confirmed order, MonuDesk creates the order in QuickBooks, creates the customer in QuickBooks (if they don't already exist), and attaches everything together.
When you log a payment, MonuDesk sends the payment to QuickBooks and attaches it to the corresponding order.
Invoices and receipts that MonuDesk generates automatically (for example, when you move an order to Confirmed Order or log a payment) are attached to the QuickBooks records as well.
Customer matching
MonuDesk tries to match customers by name and email. If a matching customer is found in QuickBooks, the order is linked to them. If no match is found, a new customer is created in QuickBooks automatically.
Good to know: The sync is one-way only: MonuDesk sends data to QuickBooks Online. Changes made in QuickBooks do not flow back to MonuDesk.