Connecting to QuickBooks

Connect your QuickBooks Online account to start syncing your data automatically.

How to Connect

1. Go to Settings > Integrations > QuickBooks.
2. Click Connect to QuickBooks Online.
3. You’ll be redirected to Intuit’s sign-in page. Sign in with your QuickBooks credentials.
4. If you have multiple QuickBooks companies, select the one you want to connect.
5. Review the permissions and click Connect.
6. You’ll be redirected back to the Setup Wizard to configure your region and import options.

Who Can Connect

Only the account owner can connect QuickBooks. Team members don’t have access to integration settings. If you need to change who manages the QB connection, the current owner must disconnect first, then the new owner can reconnect.

Permissions

When you authorize the connection, Service Invoice Pro requests access to:

• Read and write customers — to sync customer records
• Read and write invoices — to sync invoices and payments
• Read and write items — to sync your service catalog
• Read and write time activities — to sync timesheet entries
• Read and write journal entries and deposits — for Stripe payout reconciliation
• Read company info — to detect your region and company name

These permissions allow two-way data flow. Service Invoice Pro never deletes data from your QuickBooks account.

Region Auto-Detection

During the connection process, Service Invoice Pro reads your QuickBooks company info to detect your region:

• US-based companies are set to United States
• Canadian companies are set to Canada
• Other countries are set to Global

You can change the region in the Setup Wizard if the auto-detection doesn’t match your needs.

Connection Health Indicator

A small green or red indicator appears next to your company name on the Connection tab. Green means your connection is active and responding. Red means the connection may need to be refreshed — try disconnecting and reconnecting. This check runs automatically when you open the QuickBooks settings page.

Reconnecting

If your connection expires or you need to refresh it, click Connect to QuickBooks Online again. This updates your connection tokens without losing any data. Your sync settings, mappings, and linked records are all preserved.

Switching QuickBooks Companies

If you connect a different QuickBooks company than the one you were previously connected to, Service Invoice Pro automatically:

• Clears all QuickBooks link IDs from your SIP records (customers, invoices, payments, etc.)
• Deletes employee mappings and payment method mappings
• Resets sync error states

You’ll see a notification: “You connected a different QuickBooks company.” This is expected — it prevents data from the old company from mixing with the new one. You’ll need to reconfigure your Account Mapping, Employee Mapping, and optionally re-import data from the new company.

Disabled Account Owner

If the account owner who originally connected QuickBooks gets deactivated, syncing pauses and you’ll see an amber warning:

QuickBooks sync paused — The person who connected QuickBooks has been deactivated. An active team member with owner access needs to reconnect.

An active owner must disconnect and reconnect to resume syncing.

Related

• Setup Wizard — configure region and import options after connecting
• Disconnecting — how to disconnect and what happens to your data