QuickBooks Integration
The B2B quote-to-cash layer for QuickBooks Online.
Estimate and invoice sync. Customer matching and creation.
Connector Technical Specs
Integration Overview
How TackQuote connects with QuickBooks
Eliminate manual data entry, prevent shipping or pricing errors, and streamline B2B order execution.
TackQuote integrates with QuickBooks Online to automate the accounting side of your quoting workflow. Push quotes as QBO estimates for approval workflows, or skip straight to invoice creation on acceptance. Customer matching ensures your QBO books stay clean.
Bi-Directional Sync
Data objects synchronized between systems
Here is exactly how data flows between TackQuote and QuickBooks to maintain complete system alignment.
Master Price Book Sync
Sync contract pricing matrices, volume discount tiers, and customer-specific price books from QuickBooks.
Sales Order & Invoice Post
Post accepted quotes directly as sales orders or accounts receivable invoices into QuickBooks GL accounts.
Net Terms & Credit Limit Check
Validate buyer credit balances and payment terms in QuickBooks before enabling Net-30 quote checkout.
Tax Code & AR Ledger Mapping
Align tax jurisdiction codes and line-item revenue accounts across QuickBooks and TackQuote.
Capabilities
What's included in the QuickBooks connector
Built out-of-the-box for enterprise sales teams, distributors, and manufacturers.
Estimate & Invoice Sync
Push TackQuote quotes as QuickBooks estimates for internal approval, or convert directly to invoices on buyer acceptance.
Customer Matching
TackQuote matches buyers to QuickBooks customers by name and email. New customers are created in QBO when no match is found.
Product/Service Mapping
Map TackQuote line items to QuickBooks products and services. Account codes and income categories carry through to your P&L automatically.
Payment Tracking
QuickBooks invoice payment events feed back to TackQuote, keeping your quote-to-cash timeline complete.
Setup Guide
4 steps to connect QuickBooks
TackQuote connects to QuickBooks Online via OAuth 2.0 using Intuit's developer platform. Setup is straightforward and takes under five minutes.
Connect via Intuit OAuth
In TackQuote Integrations, click "Connect QuickBooks". Sign in to your Intuit account and authorize TackQuote to access your QBO company.
Map products and accounts
Map TackQuote product categories to QBO products/services and income accounts. TackQuote auto-maps common categories.
Choose estimate or invoice
Decide whether accepted quotes become QBO estimates (for further internal review) or invoices (for direct billing).
Start syncing
Accepted quotes flow into QuickBooks automatically. Your bookkeeper sees accurate records without any manual data entry.
Requirements
What you need to get started
Prerequisites for authenticating QuickBooks with your TackQuote tenant.
- QuickBooks Online Simple Start, Essentials, Plus, or Advanced
- Intuit account admin access
- TackQuote Starter plan or above
All integrations included
No per-connector fees, middleware subscriptions, or hidden charges. Connect QuickBooks and all 63+ connectors under your standard TackQuote plan.
FAQ
Frequently asked questions about QuickBooks
Does TackQuote support QuickBooks Desktop?
Currently, TackQuote supports QuickBooks Online only. QuickBooks Desktop integration is on our roadmap.
What do I need to connect TackQuote to QuickBooks?
A QuickBooks Online plan (Simple Start through Advanced) and Intuit account admin access to complete the OAuth authorization. TackQuote Starter plan or above is required.
Do accepted quotes create estimates or invoices in QuickBooks?
You choose during setup — push quotes as QuickBooks estimates for internal review, or convert straight to invoices on buyer acceptance for direct billing.
Workflow Ecosystem
Works seamlessly alongside QuickBooks
Combine shipping, ERP, CRM, and payment connectors for end-to-end B2B sales automation.
Ready to connect QuickBooks?
Start your free 14-day TackQuote trial. Connect QuickBooks in under 5 minutes with zero credit card required.