Sync with QuickBooks Online and Xero

Go to Settings → Integrations and choose QuickBooks Online or Xero. Sign in to the accounting tool and approve access. Only one accounting integration can be active at a time.

Invoices, credit notes, payments, clients and expenses sync from Quillstack to the accounting tool every 15 minutes. Sync is one-way: changes made in QuickBooks or Xero do not come back into Quillstack. Processing fees are recorded as a separate expense so your bank reconciliation matches the payout amount.

On first connection you choose which income account, fee account and tax codes to use. You can change the mapping later; it applies to records synced after the change.

Errors are listed in Settings → Integrations → Sync log. The most common one is a tax rate that does not exist in the accounting tool; create it there and click Retry. Accounting sync is available on Solo and Studio plans.