QuickBooks Integration
Connect SchedulingKit with QuickBooks Online to turn every completed appointment into an invoice automatically. New clients sync as QuickBooks customers, payments reconcile in real time, and your books stay current without manual data entry. Built for service businesses that bill per appointment or on recurring schedules.
SchedulingKit integrates with QuickBooks to sync your scheduling workflow and eliminate manual data entry. Connect in minutes with no coding required. Browse all integrations.
Features
Why Connect QuickBooks?
Integrating QuickBooks with SchedulingKit unlocks powerful capabilities for your scheduling workflow.
Eliminate manual invoice creation after every appointment
Keep QuickBooks customer records in sync with booking data
Reconcile Stripe and Square payments against QuickBooks records automatically
Track revenue per service, staff member, or location in QuickBooks reports
Reduce accounts receivable follow-up with automated payment reminders
Save 5+ hours per week on bookkeeping for appointment-based businesses
How It Works
Set up your QuickBooks integration in just a few minutes.
Connect QuickBooks
Authorize SchedulingKit to access your QuickBooks Online account via OAuth. This typically takes under a minute and uses secure OAuth so your credentials are never shared directly.
Map Services
Link your SchedulingKit services to QuickBooks products/services and set tax rates. Tailor the integration to your specific workflow — most users find the defaults work well out of the box.
Configure Billing Rules
Choose per-appointment or monthly summary invoicing, payment terms, and reminder schedules. You control exactly which parts of your scheduling connect to QuickBooks.
Go Live
Invoices generate automatically after completed appointments. Payments sync both directions. Once active, the integration runs in the background with no ongoing maintenance required.
Popular Use Cases
How businesses use the QuickBooks integration with SchedulingKit.
In-Depth Use Case Guides
Step-by-step guides for specific QuickBooks workflows with SchedulingKit.
Auto-Invoicing
SchedulingKit connects to QuickBooks Online to generate invoices automatically after each completed booking. Client information, service details, and pricing transfer from the booking to a QuickBooks invoice with zero manual data entry.
Read guidePayment Reconciliation
SchedulingKit syncs payment data from Stripe to QuickBooks, matching each payment to its corresponding invoice. Deposits, full payments, and refunds all reconcile automatically, keeping your books balanced.
Read guideClient Billing
SchedulingKit manages the full client billing cycle through QuickBooks: create customer records, generate invoices, send payment reminders, and track outstanding balances. Every booking feeds into your billing workflow automatically.
Read guideFrequently Asked Questions
Does SchedulingKit create QuickBooks invoices automatically?
Yes. After each completed appointment, an invoice is created in QuickBooks with the correct service, amount, and client details.
Can I use monthly summary billing instead of per-appointment?
Yes. Configure monthly billing to send one invoice per client at month-end with all sessions listed as line items.
Does it work with QuickBooks Online and Desktop?
The integration supports QuickBooks Online. QuickBooks Desktop is not currently supported.
Technical Details
Under the hood of the QuickBooks integration.
Supported Platforms
The QuickBooks integration works across web, desktop, and mobile platforms. Compatible with all modern browsers and operating systems where QuickBooks is available.
Sync Frequency
Data syncs in real-time via webhooks for instant updates. A background reconciliation runs periodically to ensure consistency, so your QuickBooks data is always accurate.
Data Security
All data is encrypted in transit (TLS 1.2+) and at rest. We use OAuth 2.0 for authentication — your QuickBooks credentials are never stored on our servers.
Further Reading
- G2: Appointment Scheduling Software — Independent peer reviews of scheduling tools.
- Zapier: Best Scheduling Apps — Expert roundup of top scheduling tools and integrations.
Ready to connect QuickBooks?
Get started with SchedulingKit and set up your QuickBooks integration in minutes. No credit card required.
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