Staging validation · Not available to customers
QuoteFly and QuickBooks Online
QuoteFly supports a QuickBooks-friendly CSV export today. A direct QuickBooks Online integration is being validated in staging and is not available to customers.
Available now: CSV export
Keep customer, quote, Job, and internal invoice records in QuoteFly, then export reviewed accounting data for a file-based QuickBooks handoff. Review the file with your bookkeeper before importing it.
CSV export does not establish a live connection or automatically reconcile payments.
Verified in staging: sandbox connection
A QuickBooks Online sandbox connection has been verified. Invoice publishing, payment links, and accounting reconciliation still require separate validation before release.
A successful sandbox connection is not a production release. Direct accounting features remain unavailable to customers.
Under validation
The invoice workflow being tested
The current validation candidate covers non-taxable invoices in USD with explicit mappings to existing QuickBooks customers and items. Final launch scope and availability have not been announced.
Step 1 · Pending validation
Review the customer and item mappings
Match the QuoteFly customer and invoice lines to existing QuickBooks Online records before publishing.
Step 2 · Pending validation
Publish a reviewed invoice
Review a QuoteFly invoice, then explicitly publish it to QuickBooks Online. This is a specific invoice workflow, not a general two-way sync.
Step 3 · Pending validation
Use a provider-hosted payment link
Where supported by the QuickBooks account, use the QuickBooks-hosted invoice payment experience. QuoteFly would not process the payment.
Step 4 · Pending validation
Reconcile accounting status
Check QuickBooks records for payment, refund, and void changes, with signed notifications and recovery checks. These workflows still need provider validation.
Before availability is announced, validation must cover duplicate prevention, retries, access controls, accounting accuracy, recovery, and operational support. No launch date is promised.
QuickBooks integration questions
Does QuoteFly integrate with QuickBooks Online today?
QuoteFly supports a QuickBooks-friendly CSV export today. A direct QuickBooks Online integration is being validated in staging and is not available to customers.
What can I use for accounting today?
Use QuoteFly's internal invoice records and QuickBooks-friendly CSV export for a file-based accounting handoff. A CSV export does not automatically create or reconcile a QuickBooks invoice.
What has been verified?
A QuickBooks Online sandbox connection has been verified. Invoice publishing, payment links, and accounting reconciliation still require separate validation before release.
Will it sync everything in both directions?
No broad two-way synchronization is promised. The candidate focuses on reviewed invoice publishing and accounting status reconciliation, using explicit customer and item mappings.
Will it support sales tax and multiple currencies?
The current validation candidate covers non-taxable invoices in USD with explicit mappings to existing QuickBooks customers and items. Final launch scope and availability have not been announced. Sales-tax synchronization and multi-currency support are not claimed.
Does QuoteFly process QuickBooks payments?
No. The candidate uses provider-hosted payment links where supported. Payment eligibility and processing belong to the provider; this capability is not yet available to QuoteFly customers.
When can I connect my business?
There is no announced launch date or integration-specific pricing. Contact QuoteFly support to request integration updates and share your accounting requirements. Choose a plan based on the features available today.
QuickBooks is a trademark of Intuit Inc. This page describes QuoteFly's integration status and does not imply Intuit endorsement.