QuickBooks Online
Keep accounting in sync — customer and vendor records pushed to QuickBooks (and changes pulled back), customer invoices synced as QBO invoices, vendor invoices as bills, and inventory adjustments as journal entries.
Availability — Included with the Sales or Purchasing module. Manage modules and your plan tier in Account & Billing.
The QuickBooks Online integration keeps Knowledge ERP and your books aligned so you're not double-entering financial data.
Connecting #
From the QuickBooks settings page, connect via the OAuth flow — you'll authorize Knowledge ERP against your QuickBooks company once, and the connection is stored for your account.
What syncs #
- Customers and vendors (ERP → QBO) — pushed to QuickBooks automatically whenever a customer or vendor record is created or updated in Knowledge ERP.
- Customers and vendors (QBO → ERP) — when a customer or vendor is created or updated in QuickBooks, the change flows back via webhook: the matching record is updated (matched by the sync map, then email, then name), or a new one is created. Configure the webhook URL (shown below) and verifier token in your Intuit app's webhook settings.
- Customer invoices → QBO invoices — a customer invoice is pushed to QuickBooks as an invoice in your AR when its status changes to Sent, Partially Paid, Paid, or Overdue.
- Vendor invoices → bills — a vendor invoice is pushed to QuickBooks AP as a bill when it is approved.
- Inventory adjustments → journal entries — adjustment, discard, and "used" movements post as journal entries so stock value stays reconciled.
Receiving changes from QuickBooks #
Inbound customer/vendor sync arrives through an Intuit webhook. In your
Intuit app's webhook settings, point the notification URL at
https://your-domain.com/quickbooks/webhook and copy the verifier token
into the QUICKBOOKS_WEBHOOK_VERIFIER_TOKEN environment variable — every inbound
notification's signature is validated against it before anything is imported.
Subscribe to the Customer and Vendor entities; create and update events
are honored (deletes are ignored).
Scope #
This integration is the bridge to accounting, not a replacement for it. Knowledge ERP deliberately does not run its own general ledger — QuickBooks remains the system of record for double-entry accounting.