Taskip + QuickBooks
About this Integration
QuickBooks Online Integration
Connect your QuickBooks account to keep invoices, contacts, and payments in sync — automatically.
How to Connect
- Go to Settings → Integrations → QuickBooks
- Click Connect to QuickBooks
- Log in to your Intuit account and click Connect
- Select your QuickBooks company
- You’ll be returned to Taskip with a green Connected status
To disconnect: Settings → Integrations → QuickBooks → Disconnect
Settings
After connecting, open the Settings tab and fill in the following:
Default Item (required) The service category used in QuickBooks for each invoice line. Example: select “Professional Services” from your QuickBooks items list.
Default Deposit Account (required) The bank account in QuickBooks where client payments are recorded. Example: select “Business Checking”.
Default Tax Code The tax code applied to invoice lines in QuickBooks. Use NON if your invoices are non-taxable, or TAX if they are taxable.
Invoice Number Strategy
taskip— your Taskip invoice number (e.g.INV-00042) is used in QuickBooks tooqbo— QuickBooks assigns its own number automatically
A/R Account Leave blank. Only set this if your QuickBooks company has more than one Accounts Receivable account.
Tax Mappings If you use multiple tax rates, map each Taskip tax to its QuickBooks tax code here.
Item Mappings If you bill for different service types, map each category to its QuickBooks item here.
What Syncs Automatically
| Action in Taskip | What happens in QuickBooks |
|---|---|
| Contact created or updated | Customer created or updated |
| Invoice sent | Invoice created |
| Sent invoice edited | Invoice updated |
| Invoice voided | Invoice voided |
| Payment recorded | Payment applied to the invoice |
| Invoice paid in QuickBooks | Taskip invoice marked as paid (within 10 min) |
Push Existing Data (First-Time Setup)
Go to Settings → Integrations → QuickBooks → Sync
- Click Sync Contacts — wait until all contacts show green in Sync Health
- Click Sync Invoices — this pushes all your existing sent invoices
Always sync contacts before invoices. QuickBooks needs the customer to exist before an invoice can be linked to it.
Sync Health
Go to Settings → Integrations → QuickBooks → Sync Health to see if anything failed.
Failed rows are retried automatically up to 3 times. Click Retry on any row to re-queue it immediately.
Common Issues
Invoice not appearing in QuickBooks Make sure the invoice status is Sent — drafts are not synced. Also confirm Default Item is set in Settings.
Payments not syncing Confirm Default Deposit Account is set in Settings.
Contact not appearing in QuickBooks Check Sync Health for an error on that contact. Make sure the contact has a name.
Invoice number conflict Switch Invoice Number Strategy to qbo — QuickBooks will assign its own numbers.
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