QuickBooks Online

Here's everything you need to know about the QuickBooks Online integration and how it works with the Alternative Payments platform.

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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.

Note: we recommend selecting the same bank account that is connected to Alternative for payouts.

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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

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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.

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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' 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.

1. Verify your phone number Either verify your phone number or select 'Skip for now' to continue with the integration setup.

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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.

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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 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 for more details.

You're all set!

Now, you'll be able to see all your synced invoices from your QuickBooks Online account.

Read more:

• How to add your billing link to your QuickBooks Online invoice and email templates
• How to disable QuickBooks Online Payments

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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.

If you are unsure whether your realmId changed during the migration, contact our Customer Experience team at [e-mail] or reach out via the Live Chat in your Partner Dashboard before reconnecting.

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Troubleshooting

QuickBooks Online service outages

If the Alternative Payments integrations page appears stuck or fails to load, or if the Sync Tool disappears from your Partner Dashboard, this may be caused by an active QuickBooks Online (Intuit) service outage — not an issue with the Alternative Payments platform.

During a QBO outage, Intuit's API returns errors that prevent the integration from loading or syncing. No action is required on your side. Your syncs and integration will resume automatically once QuickBooks Online restores service.

To confirm whether a QBO outage is the cause:

1. Visit the QuickBooks Online status page to check for any active incidents reported by Intuit.
2. If an incident is listed, monitor that page for updates — there is nothing further you need to do in Alternative Payments.

During an active QuickBooks Online outage, Alternative Payments may display an in-app banner in your Partner Dashboard with a direct link to the QBO status page and a reminder that everything will resume automatically once QuickBooks is back up.

If you do not see an active incident on the QBO status page and are still experiencing issues, please reach out to our Customer Experience team at [e-mail] or via the Live Chat in your Partner Dashboard.