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QuickBooks Integration
Bulk Import for Quickbooks
Automate QuickBooks Invoicing from Any File, from Anywhere
Accountants and bookkeepers shouldn't have to spend their days copy-pasting invoice data. With our new QuickBooks integration, you can automatically create invoices in QuickBooks directly from CSV and Excel files — exactly as your clients send them, no reformatting required. Whether a client emails you a spreadsheet, drops a file in Google Drive, or pushes it to an FTP server, we handle the rest.
Accept Files from Wherever Your Clients Work
Every client has their own way of sending data. Some email attachments, others share folders, and some have automated exports from their own systems. Our QuickBooks integration meets them all where they are. Connect any combination of sources — email attachments, FTP/SFTP servers, Dropbox, Google Drive, local file uploads, and more — and we'll automatically detect new files and process them the moment they arrive. No more chasing down clients to change their workflow, and no more manual importing on your end.
Map Once, Run Forever
Our intelligent field mapping lets you define how your files translate to QuickBooks invoices — customer name, line items, amounts, due dates, tax codes, and beyond. Set it up once per file format, and every future file that matches will be processed automatically. Have clients who each send slightly different spreadsheet layouts? No problem. You can save a separate mapping profile for each one, and the right profile is applied automatically based on the file source or name pattern.
Built for Accounting Firms at Scale
Whether you're managing invoices for five clients or five hundred, the integration scales with your firm. Track every file processed, every invoice created, and every error in a clean audit log so nothing slips through the cracks. Failed rows are flagged immediately with clear error messages, so your team can resolve exceptions fast without digging through QuickBooks manually. Spend less time on data entry and more time on the work that actually grows your practice.
📄 Ready to get started? Check out the full setup guide and field mapping reference in our QuickBooks Integration Documentation.
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