Syncing your inly account with your Quickbooks account is simple and creates a seamless bridge between both systems.
Here is a quick run down of how the integration works. The connection is a "one-way" integration where data will sync from inly to quickbooks, but not the other way around. This means that when a new inly invoice is created, it will also get created in quickbooks. If an update is made to that invoice within inly, it will also be updated in quickbooks. However, if you update the invoice in quickbooks, those changes will not be updated in inly.
When you connect to quickbooks, inly will load-in all existing clients, items, and tax rates from quickbooks into inly so the can easily be accessed.
Only invoices that are created after connecting will be synced over to quickbooks.
Also, after connecting, it will ask you to select a deposit bank account. Make sure you select the same account from the dropdown where Stripe deposits are made.
Here are the steps to sync your inly account with Quickbooks:
1. Click into the "Settings" menu in the lower left-hand corner and then select, "Integrations."
2. Under the Business Settings section, click "Integrations" and then select "Quickbooks."
3. After connecting to Quickbooks, it will ask you to select a deposit bank account. Make sure to select the same account where your Stripe deposits are made from the dropdown menu that appears.
As a reminder, once you have connected to Quickbooks, new invoices created in inly will automatically sync within your QB account.
For any additional questions, please reach out by clicking on the chat box or at support@inly.com and a team member would be happy to assist you.