Connect QuickBooks for Your Books

Keeping the books has never been easier once QuickBooks is connected. On Essentials and Pro, each new paid Stripe invoice copies into your QuickBooks company as an invoice and a payment. You do not type that payment in a second time.

PaceCount still collects the money through Stripe. QuickBooks is where that payment is recorded. Nothing copies back into PaceCount.

Step 1 — Use Essentials or Pro

QuickBooks connect is on Essentials and Pro. A workspace in test mode cannot connect. Fundamentals can still download a timesheet file for payroll hours. That file is a different path. See Export hours to QuickBooks.

Step 2 — Connect your company

1. Open Settings → Integrations.
2. Choose Connect QuickBooks.
3. Sign in at Intuit and approve the company you want this workspace to use.
4. You return to Integrations. The card shows the company name.

You leave PaceCount for that Intuit page, then come back here. Reconnect the same company if the link needs to be refreshed. To use a different company, disconnect first.

Step 3 — Let the next payment copy

After the company is connected, the next invoice Stripe marks paid is copied for you:

• PaceCount creates a QuickBooks invoice and a payment applied to it.
• The line uses a service item named PaceCount.
• A deposit and the final invoice are two QuickBooks records.
• A combined invoice copies only when every job on it is for the same customer. If the jobs are for different customers, that payment is skipped.
• The customer is matched by email, then by name and phone, or created in QuickBooks.

Payments collected before you connect are not copied. There is no backfill of older jobs.

Send a customer without sending invoices

From a customer record, Send to QuickBooks saves that person. It does not send invoices. From Customers, Send unmatched to QuickBooks sends people who are not linked yet, up to 25 at a time. Paid invoices still copy on their own when Stripe marks them paid.

Disconnect

Disconnect stops future copies and removes the saved company from this workspace. Records already in QuickBooks stay there. The timesheet file is unchanged.

Common questions

• Does this replace payroll? No. Approved hours still download as a timesheet file. PaceCount does not calculate taxes or net pay.
• Will last year's payments appear? No. Only payments after you connect are copied.
• Does QuickBooks pay my customer? No. Stripe collects the money. QuickBooks records the invoice and the payment.
• Can I edit QuickBooks and have PaceCount follow? No. Copies go one way, into QuickBooks.

Related

• Export hours to QuickBooks
• How PaceCount connects to your tools