Quickbooks Integration

This guide explains how to set up and use the QuickBooks integration in BluePro to keep your invoicing, customer data, payments, and service catalog in sync with QuickBooks Online.

Overview

BluePro integrates with QuickBooks Online to sync your core business data and simplify accounting. The integration keeps the following data synchronized:

• Invoices
• Services and Products
• Contacts
• Invoice Payments

This integration ensures that your bookkeeping stays accurate and your reports in QuickBooks remain meaningful.

Getting Started

Step 1: Enable the Integration

1. Navigate to Settings > Integrations in BluePro.
2. Select the QuickBooks tab.
3. Set Enable QuickBooks Integration to Enabled.
4. Complete the account mappings:
   • Income Account: The account used to record revenue from invoices (e.g., Sales).
   • Discount Account: The account used to record discounts (e.g., Discounts).
   • Deposit Account: The account where payments are deposited (e.g., Other Current Liability).
5. Payment Method mappings are optional and only used if you are manually recording payments.
6. Click Save to activate the integration.

Step 2: Run Initial Sync

Once you’ve saved your configuration, click Sync Data. This will push all current invoices, services, contacts, and payments from BluePro into QuickBooks.

After this initial sync, data will stay in sync automatically.

Sync Behavior

What Syncs and How

Item	Direction	Notes
Invoices	BluePro to QuickBooks	Includes line items, discounts, associated customer, and sales tax settings. Invoices can be deleted in QuickBooks.
Services & Products	BluePro to QuickBooks	Cannot be deleted in QuickBooks. Can be marked as tax-exempt.
Contacts (Customers)	BluePro to QuickBooks	Cannot be deleted in QuickBooks.
Invoice Payments	BluePro to QuickBooks	Automatically updates invoice status once total is met.

Invoice Line Items

Invoices in BluePro contain line items, which can be either:

• Custom Line Items: One-off entries not tied to a service.
• Service-Based Line Items: Linked to a service or product in BluePro.

If you use QuickBooks, it is strongly recommended to use service-based line items. This allows QuickBooks to properly categorize revenue and generate more accurate reports.

Each service in BluePro can be marked as Tax Exempt. If your business uses sales tax in BluePro, tax-exempt items will not have tax applied. If you do not use sales tax, this setting has no impact. To mark a service as tax exempt, you must do so on the Services section not within the invoice.

Invoice Payments

When payments recorded in BluePro equal the invoice total, the invoice will be automatically marked as paid in QuickBooks.

• If you are using BluePro’s built-in payments feature, payments will sync automatically.
• If not, you must manually record payments in BluePro for the status to sync correctly to QuickBooks.

Data Ownership and Direction

Changes made in BluePro are pushed to QuickBooks. However, changes made directly in QuickBooks will not sync back to BluePro.

This applies to:

• Invoices
• Contacts
• Services and Products
• Payments

To maintain consistency, do not modify these items in QuickBooks. All edits and management should occur within BluePro.

Best Practices

• Always run a full sync after first-time configuration.
• Use services instead of custom line items whenever possible for better reporting.
• Record all payments in BluePro to ensure QuickBooks reflects the correct payment status.
• Do not edit synced items directly in QuickBooks.

Troubleshooting

Issue	Recommended Action
Service or contact not updating in QuickBooks	Make the change in BluePro and re-sync.
Payment not showing in QuickBooks	Ensure it was recorded in BluePro, or enable BluePro Payments.
Invoice shows unpaid in QuickBooks	Confirm payments in BluePro total the invoice amount.
Error syncing data	Double-check account mappings and confirm QuickBooks is connected.