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Overview

Linking Salesbricks to your Quickbooks Online account allows you to automatically sync invoices, customers, and payments from Salesbricks into Quickbooks. Salesbricks is the source of truth for customers, invoices, and payments. The Quickbooks integration will only write data into Quickbooks. Currently, it is not designed to read data and updates from Quickbooks. If a customer pays their Salesbricks invoice through Stripe, or if they checkout directly through Stripe, Salesbricks will automatically push those invoice and payment details into Quickbooks. If an invoice is paid outside of Stripe (i.e. the customer pays their invoice through check or wire to your bank) the invoice needs to be manually marked as paid within Salesbricks (not Quickbooks). After the transaction is recorded in Salesbricks, the integration will push the payment details automatically into Quickbooks.

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Setup

1

In Salesbricks, navigate to Settings -> Integrations and click the Finance card.
connect-finance
2

Find QuickBooks and click Get Started.
get-started
3

At this point, you’ll be redirected to the QuickBooks login screen.Salesbricks leverages an OAuth connection to QuickBooks, ensuring your username and password are secured and never stored by Salesbricks.
login
4

Click Sign In and that’s it. Your integration is complete!
integrated

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Field Sync

Below are the fields that are currently being synced for each object within Quickbooks:

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Invoice Fields

  • Bill Email: The accounts payable email address the customer inputs when signing the order form within Salesbricks.
  • Due Date: The date that the invoice is due, based on the order billing terms.
  • Product Line Items: This includes Bricks sold, units, and amounts. Taxes and discounts are also included.
bill-email
invoice

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Customer Fields

Salesbricks will generate a customer within Quickbooks when a new subscription is created. If you’re interested in syncing current orders with existing Quickbooks customers, reach out to Salesbricks Support.
new-customer

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Payment Fields

As a payment is recorded in Salesbricks, the payment details will be passed in real-time to Quickbooks.
payment-sync

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Payment Sync

Our Quickbooks integration allows the seamless reconciliation of payments and deposits recorded in QuickBooks with unpaid invoices in Salesbricks. This automation reduces manual effort and ensures accurate financial tracking.

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How It Works

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Payment reconciliation

Salesbricks reads Payments or Deposits recorded in QuickBooks and automatically applies them to unpaid invoices that are synced between the two platforms.
Only payments tied to existing invoices in Salesbricks will be processed.

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Deposit reconciliation

Salesbricks only reads deposits to bank accounts in QuickBooks.
Payments categorized as “Undeposited Funds” in QuickBooks are excluded from the sync.

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Daily sync

The sync runs automatically once a day at 4:00 AM UTC.

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Troubleshooting