Integrate QuickBooks Online with Forecast

Import customers, export invoices and synchronize payments with the QuickBooks Online (QBO) integration.

This article includes:

• Data flow between Forecast and QBO
• Setting up the QBO integration
• Linking client profiles with QBO customers

Data flow between Forecast and QBO

Setting up the QBO integration

Connecting QBO with Forecast is fast and easy. Simply authorize your QBO account, import customers or link existing client profiles and begin invoicing. Check out Using the QBO integration for invoicing to learn how to export and synchronizing your invoices and payments.

To connect the QBO integration

1. Click on Admin in the top bar. 
2. Select Integrations from the dropdown.
3. In Accounting & billing select QuickBooks Online.
4. Click Connect.
5. Log into your QBO account and select your company.

Linking client profiles with QBO customers

Import QBO customers to create new Forecast client profiles or link QBO customers with existing Forecast clients. 

To import QBO customers and create new Forecast client profiles

1. Click Admin in the top bar. 
2. Select Clients from the dropdown.
3. Click Import From QuickBooks.
4. Select the customers to import.
5. Click Create Clients.
   

To link existing Forecast client profiles with QBO customers

1. 1. Click Admin in the top bar. 
   2. Select Clients from the dropdown.
   3. Click Edit on the profile you need to link.
   4. Scroll down to QuickBooks.
   5. Select the QBO customer from the dropdown and click Link.
      
   6. Successfully linked profiles display the QBO logo.
   7. To unlink a client profile from a QBO customer, edit the Forecast client profile and Unlink.