Invoist + QuickBooks

Send checked invoices to QuickBooks as bills

Upload or forward a supplier invoice, and Invoist reads it for you to check. With one click it becomes a bill in QuickBooks, with the vendor, dates and amounts filled in.

  • No add-on needed
  • Included in every Invoist plan
  • QuickBooks Online
Start free trialSee the setup steps

3 days free · Cancel anytime

Accounting

What you get

  • No more typing bills

    The vendor, bill number, dates and every line come from the invoice itself.

  • Filed under the right account

    Each Invoist category, such as travel or software, goes to the QuickBooks account you pick for it.

  • Warnings before you send

    Invoist points out new bank details, amounts far from the usual, and likely duplicates before you send anything.

What arrives in QuickBooks

Read by InvoistQuickBooks bill
  • SupplierVendor
  • Invoice numberBill no.
  • Invoice dateBill date
  • Due dateDue date
  • Each lineA bill line, on the account for its category
  • CurrencyCurrency
What Invoist fills in on each QuickBooks bill.

Set up Invoist with QuickBooks

  1. 1

    In Invoist, open Integrations and choose Connect on the QuickBooks card.

  2. 2

    Sign in to QuickBooks and choose the company to connect. QuickBooks sends you back to Invoist.

  3. 3

    Choose Manage. Pick a default account, for invoices without a category, and a QuickBooks account for each of your Invoist categories. Choose Save mapping.

  4. 4

    Open an invoice you've checked and choose Send to accounting. It appears in QuickBooks as a bill shortly after.

Good to know

You choose what gets sent
Nothing goes to QuickBooks on its own. Each invoice is sent when you choose Send to accounting on it.
Set a default account first
Invoices without a category go to the default account, so Invoist sends nothing to QuickBooks until you have picked one.
New vendors are added for you
Invoist looks for a vendor in QuickBooks with exactly the same name. If there isn't one, it adds a new vendor, so check the name in Invoist before sending.
The original file stays in Invoist
The PDF or photo isn't attached to the bill in QuickBooks yet. Open the invoice in Invoist to see it.
Disconnecting keeps what's already there
If you disconnect, bills already sent stay in QuickBooks. New invoices just stop being sent.

More ways to connect Invoist

All integrations

Try it on a real invoice.

Start free trialRead the API docs

3 days free · Cancel anytime