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Certivo + QuickBooks Online

Every invoice you send from Certivo creates a matching QuickBooks invoice, with customer, line items, tax codes and due dates. Expenses you record in Certivo post to QuickBooks as purchases. It runs the other way too: your QuickBooks invoices, purchases and bills import into Certivo as records and categorised expenses, which is how a switching customer brings their history across instead of starting at zero.

What syncs

  • Invoices ⇄ QBO Invoices (out with client, terms, line items, GST/HST; back in as Certivo invoices)
  • Payments ⇄ QBO Payments (Certivo-paid invoices post out; QuickBooks paid status comes back)
  • Expenses ⇄ QBO Purchases and Bills (out as purchases; in from both, with the account as the category and GST apportioned)
  • Clients ⇄ QBO Customers (matched on email on import, on display name on export)
  • Imported invoices → Certivo classes, services, products and fees (backfilled per invoice group)

Setup (under 5 minutes)

  1. 1Sign in to your Certivo tenant admin
  2. 2Settings → Integrations → Connect QuickBooks
  3. 3Authorize via Intuit OAuth (takes ~30 seconds)
  4. 4Map your chart of accounts (or use Certivo's defaults)

Try it with your data

Founders Members get early access, connect QuickBooks Online in under 5 minutes and see your own data flowing through.