> For the complete documentation index, see [llms.txt](https://help.alternativepayments.io/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online.md). # QuickBooks Online **Here's everything you need to know about the QuickBooks Online integration and how it works with the Alternative Payments platform.** *** QuickBooks Online is available for partners to use in conjunction with their Alternative Partner Dashboard to sync invoices to our platform and auto-reconcile invoice payments back to QuickBooks Online. Once the integration is connected, a dropdown menu will appear in the Integrations section and partners can select the bank account in QuickBooks Online where they want invoice payments to be recorded. {% hint style="info" %} *Note: we recommend selecting the same bank account that is connected to Alternative for payouts.* {% endhint %} \*\*\* ### **Overview of synced items** The following items are synced when the QuickBooks Online integration is connected: | Sync Item | Sync Frequency | | ------------------- | -------------- | | Invoice Details | Real Time | | Invoice Line Items | Real Time | | Customers | Real Time | | Payments | Real Time | | Deposits | Real Time | | Archiving invoices | Real Time | | Archiving customers | Real Time | | Delete Payments | Real Time | | PDF Invoices | Real Time | *** ### **QuickBooks Online sync details** | Item | Sync Details | | ------------------------------- | -------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------- | | Invoice Status Update | Invoice status updated in QuickBooks Online will sync back to Alternative and vice-versa via two-way sync | | Changes to Unpaid Invoices | Changes to any unpaid invoices (amount and due date) in QuickBooks Online will sync to Alternative. Any changes to unpaid invoices in Alternative will ***not*** sync back to QuickBooks Online | | Partial Invoice Payments | Any partial invoice payments/credits applied in QuickBooks Online will reflect in the outstanding balance of the invoice in Alternative Payments | | Customer Created in Alternative | Any customers created in Alternative do ***not*** sync to QuickBooks Online. | | Invoices Created in Alternative | Any invoices created in Alternative do ***not*** sync back to QuickBooks Online. | | Deleted Invoices and Customers | Any invoices and customers that are deleted in QuickBooks Online are archived in the Alternative partner dashboard. Archived invoices and customers in Alternative are ***not*** deleted in QuickBooks Online. | *** ### **How to connect QuickBooks Online to your Partner Dashboard** Connect your QuickBooks Online to make reconciliation easy by following these steps: 1. **Navigate to Integrations and then click Connect**\ Within your Partner Dashboard, select '[Integrations](https://app.alternativepayments.io/dashboard/integrations)' and then select 'Connect' under the QuickBooks module.
1. **Enter in your QuickBooks Online credentials**\ Log into your QuickBooks Online account by either signing in with Google or manually entering in your email and password.
3. **Verify your phone number**\ Either verify your phone number or select 'Skip for now' to continue with the integration setup.
*** ### **Bank Account Connected to QuickBooks Online** When new partners integrate with QuickBooks Online, deposit creation is disabled by default. This default setting is enabled as the majority of partners prefer to manually reconcile deposits using QuickBooks Online's AI capabilities, particularly when their bank account is connected to QuickBooks Online via Plaid. Below are the options available for managing reconciliation when your bank account is connected to your QuickBooks Online: * **Manual Reconciliation (Default):** If your bank account is connected to QuickBooks Online via Plaid and you prefer to manually reconcile deposits using QuickBooks Online's AI: * No action is required. You do not need to select a bank account for deposits or enable the deposits toggle. * **Automatic Reconciliation (Optional):** If you prefer QuickBooks Online to automatically reconcile deposits: * Select a bank account for deposits within your integration preferences. * Enable the "Create Deposits" toggle. *** ### **Bank Account Not Connected to QuickBooks Online** For partners **who do not have their bank account connected to QuickBooks Online**, deposits must be manually sent. To enable this: * **Click on Set Up Accounts** and Select a bank account deposit dropdown in the [Integrations](https://app.alternativepayments.io/dashboard/integrations) section of the dashboard.
* **Enable the Create Deposits toggle:** Within the QuickBooks Online module, click the three dots and select Preferences. Enable the toggle and click on Confirm. See our [QuickBooks Online Reconciliation guide](https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online/quickbooks-online-reconciliation) for more details. **You're all set!**
Now, you'll be able to see all your synced invoices from your QuickBooks Online account. {% hint style="info" %} Read more: * [How to add your billing link to your QuickBooks Online invoice and email templates](/payments-and-invoicing/payments-and-payouts/how-to-share-your-billing-link-with-customers.md) * [How to disable QuickBooks Online Payments](/integrations/accounting-integration-guides/quickbooks-online/how-to-disable-quickbooks-online-payments.md) {% endhint %} *** ### **Intuit Enterprise Suite (IES) Compatibility** Alternative Payments supports Intuit Enterprise Suite (IES) through the standard QuickBooks Online integration. Because IES shares the same login credentials as QuickBooks Online, the connection process follows the exact same steps outlined above — no separate integration is required. #### **Migrating from QuickBooks Online to IES** If you are moving from QuickBooks Online to Intuit Enterprise Suite, the key factor to check is whether your `realmId` has changed as a result of the migration. The `realmId` is the unique identifier that Alternative Payments uses to link your account to your QuickBooks Online or IES company. **Check your `realmId` before reconnecting:** * **`realmId` is unchanged** — Your existing Alternative Payments account remains linked to the correct company. Simply reconnect the integration using your IES credentials by following the standard connection steps above. * **`realmId` has changed** — Your existing Alternative Payments account is no longer associated with your new IES company. You will need to create a new Alternative Payments account and reconnect it to QuickBooks Online / IES. {% hint style="warning" %} If you are unsure whether your `realmId` changed during the migration, contact our Customer Experience team at or reach out via the Live Chat in your Partner Dashboard before reconnecting. {% endhint %} --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.alternativepayments.io/integrations/accounting-integration-guides/quickbooks-online.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.