QuickBooks Integration
Push paid invoices directly to QuickBooks Online with one click
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Cooledge Invoice
QuickBooks Invoice
Eliminate double-entry and errors
Connect your QuickBooks Online account and push paid invoices directly with one click. All line items, customer details, and your invoice PDF are automatically synced.
- One-click invoice push to QuickBooks Online
- Customer records automatically created or matched
- All line items with correct tax and account codes
- Invoice PDF attached automatically
How It Works
Connect once and streamline your accounting workflow
Connect QuickBooks
Connect via OAuth in portal settings
Configure Settings
Set default income account and tax code
Push to QuickBooks
Click "Approve to QuickBooks" on paid invoices
What's Included
Powerful features to connect your accounting workflow
Invoice Creation
Paid invoices are created in QuickBooks as invoices with all line items, quantities, and pricing preserved.
- Invoice number carried over
- All line items with descriptions
- Correct account codes applied
Customer Sync
Customer records are automatically created or matched in QuickBooks. No duplicate contacts, no manual entry.
- Auto-match existing customers
- Create new customers as needed
- Name, email, and address synced
PDF Attachment
Your branded Cooledge invoice PDF is automatically attached to the QuickBooks invoice for easy reference.
- Automatic PDF generation
- Attached to QuickBooks invoice
- Accessible from QuickBooks anytime
Tax Handling
Configure your default tax code and income account. All invoices are pushed with correct tax treatment.
- Configurable tax codes
- Default income account
- Tax-inclusive pricing handled
Easy Setup
Get connected in minutes
Sign up for Cooledge
Create your free account and complete the initial setup. QuickBooks integration is included on all plans.
Connect QuickBooks
Navigate to Settings → Integrations in your portal and connect your QuickBooks Online account using OAuth. Authorize Cooledge to access your QuickBooks company.
Configure settings
Set your default income account and tax code. These will be applied to all invoices pushed to QuickBooks.
Push invoices
On any paid invoice, click "Approve to QuickBooks" to push it to your QuickBooks account. The invoice and PDF will be created automatically.
Included on All Plans
QuickBooks integration is included with every Cooledge plan — Starter, Growth, and Scale. Connect your accounting in minutes and eliminate double-entry forever.
Also available: Xero. MYOB integration coming soon.
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