QuickBooks Online
Connect QuickBooks, map accounting records, export invoices and reconcile imported payments.
Release availability: This guide describes the prepared feature release. If the controls are missing in your workspace, the release has not been enabled there yet.
Use Settings → Integrations to connect a QuickBooks Online company. You need Finance integration management permission to connect and map records, and Finance manage permission to export invoices. An administrator can assign these separately.
1. Connect your company
If the page says Not configured, ask your administrator to configure the Intuit application. Choose Connect QuickBooks and authorize the correct company. The connection is tied to that company and to sandbox or production. Reconnecting a different company is blocked to protect existing invoice links.
2. Map accounting records
Load QuickBooks records. Select an IEMSuite customer or invoice line description and its corresponding QuickBooks Customer or Item. Map each tax rate used by your invoices to the correct TaxCode in that company. Save each mapping.
Without a manual mapping, a customer or item is matched only when exactly one active QuickBooks record has the same name. Missing or ambiguous matches stop export. Tax codes never fall back silently. A code generated for another QuickBooks locale may not be valid in your company.
3. Export an issued invoice
Review customer, currency, quantities, prices and tax before choosing Queue export. Draft and cancelled invoices cannot be exported. Each line total represents its net amount before tax; the invoice amount must equal the line amounts plus tax. Invoice numbers must fit QuickBooks' 21-character limit.
The background worker exports queued invoices. Use Refresh status to see the external invoice ID or an error. Retry updates the linked invoice. A duplicate number belonging to a different document is blocked. If QuickBooks calculates a different total, the external link is retained for review and the export is reported as failed.
4. Payments and corrections
Record payments in QuickBooks against an exported invoice. Verified payment notifications are queued, then the current payment is fetched from QuickBooks. Partial, updated and deleted payments adjust the local balance. Duplicate notifications do not create duplicate payments.
Payments already entered locally can cause an overpayment conflict; reconcile those entries before retrying. Local payments and supplier expenses are not exported. Notifications require a configured webhook and a running sync worker. Monitor failed jobs; missed provider notifications are not automatically recovered by a scheduled payment reconciliation.
Disconnect and troubleshoot
Disconnect stops local synchronization and attempts to revoke Intuit access. If remote revocation fails, also remove IEMSuite from QuickBooks connected apps. Invoice links and mappings remain for a safe reconnection to the same company.
For UNMAPPED errors, complete the relevant mapping. For an expired connection, reconnect. For tax, currency or duplicate-number conflicts, review the linked QuickBooks document before retrying; do not repeatedly change identifiers to bypass the error.