QuickBooks
Connect Bias to QuickBooks Online to sync invoices created in QuickBooks to Bias for payment collection.
Connecting
Connect QuickBooks in live mode. Integrations aren’t available in sandboxes.
- In the Bias dashboard, go to Settings → Integrations and click Connect QuickBooks.
- Sign in to your Intuit account and choose the company you want to connect.
- Authorize Bias by clicking Connect.
You’re sent back to Bias, and QuickBooks shows as Connected.
What’s synced
| Entity | Direction | Trigger |
|---|---|---|
| Invoices | QuickBooks → Bias | An invoice is created, updated, voided, or deleted in QuickBooks |
| Customers | QuickBooks → Bias | Pulled in automatically with their invoice |
| Payments | Bias → QuickBooks | An invoice is paid in Bias |
| Customer credit | Bias → QuickBooks | A paid invoice used the customer's credit |
- Drafts stay in sync: Invoices arrive in Bias as drafts numbered with your prefix and their QuickBooks number, and edits made in QuickBooks keep syncing until you finalize. A synced draft you delete in Bias stays deleted.
- Voids and deletes: Voiding or deleting an invoice in QuickBooks deletes its Bias draft or voids its open invoice. Paid invoices are left alone.
- Discounts: QuickBooks discount lines and negative sales lines become one invoice-level applied discount in Bias.
- Taxes: QuickBooks’ tax amounts are kept as is, so totals match QuickBooks exactly.
- Payments: A payment is recorded in QuickBooks once the invoice is paid in Bias. Customer credit the invoice used is recorded as a credit memo applied to the invoice. Synced invoices use the customer’s credit but never add what they owe.
Disconnecting
To disconnect, go to Settings → Integrations, click the ⋯ menu next to QuickBooks, and choose Disconnect. Bias stops syncing with QuickBooks. Data that already synced stays in Bias, and you can reconnect at any time.
Limitations
- A QuickBooks company can only be connected to one Bias environment at a time.
- The integration covers invoices, their customers, and payments. Products, prices, and other records are not synced.
- Only USD invoices sync. Invoices paid in full in QuickBooks are skipped, and partly paid ones, or ones whose total Bias can’t match exactly, aren’t synced.