ForemanFOREMAN

QuickBooks Online sync

Connect QuickBooks Online to keep invoices, vendor bills, payments, contacts, and cost codes in sync — both directions, automatically.

Connecting QuickBooks Online keeps your books and Foreman aligned without double entry. Once connected, the sync runs both directions automatically — what you do in Foreman flows to QuickBooks, and changes in QuickBooks flow back.

What syncs

  • Invoices and the payments recorded against them
  • Vendor bills, expenses, and bill payments
  • Customers and vendors (your contacts)
  • Cost codes mirrored to QuickBooks Products & Services
  • Projects as QuickBooks sub-customers, and file attachments on records

Connect QuickBooks Online

  1. From the sidebar, click Organization.
  2. Click the Integrations tab.
  3. On the QuickBooks Online card, click Connect.
  4. Sign in to Intuit and authorize Foreman.

When you return, the card shows a green dot and the date it was connected.

Don’t see this?

Connecting and disconnecting integrations is limited to the organization owner and admins (it's gated on billing management). If the Integrations tab says you don't have permission, ask your owner.

Note

External integrations require an active paid subscription. On a free trial you'll be prompted to subscribe before connecting. See Billing & seats.

Configure the sync

Once connected, click Manage on the QuickBooks Online card to open its settings page. From there you can:

  • Turn each sync direction on or off (push invoices, push vendor bills, pull expenses, and more).
  • Set a Created After date on each direction so connecting never floods QuickBooks with old data — only records from that date forward sync.
  • Map cost codes to Products & Services, choose default accounts and a sales-tax code, and pick the project-to-QuickBooks mapping mode.
  • Add email addresses to be notified if a sync ever fails.

Note

Sync is forward-only by default. To bring older records across, clear the Created After date for that direction — but expect more activity in QuickBooks.

Pull recent activity manually

The settings page has a button to re-pull the last several days of QuickBooks activity. Use it if something in QuickBooks didn't appear in Foreman — it's safe to run again, since pulls skip records you already have.

Disconnect

On the QuickBooks Online card on the Integrations tab, click Disconnect. Syncing stops; existing records in both systems stay as they are.

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