![]() Please note: You must check the box to confirm your taxes are correct to complete the setup.If taxes do not match, you will need to manually reconcile your invoices in QuickBooks. If they don’t, you’ll want to update your taxes in either Invoice2go or QuickBooks, so they match before linking your accounts. The taxes you use in Invoice2go should match the taxes you use in QuickBooks.Choose which revenue account in QuickBooks you’d like your invoices to be sent.Now that you've successfully synced your QuickBooks account to Invoice2go, the following steps will need to be taken to complete the integration: Log in with your QuickBooks credentials, and click on Connect You will be redirected to the QuickBooks login page.Click on your Company name in the top right corner.Invoices marked as paid on the mobile app will still reflect on your QuickBooks account, but the setup can only be done on our Web platform. Please note, to integrate QuickBooks with your account you will need to be logged into Invoice2go on a desktop or laptop computer for the initial setup. How to sync your Invoice2go account with QuickBooks If taxes and or currency do not match, you will need to manually reconcile your invoices in QuickBooks. ![]() If they don’t, you’ll want to update your taxes and or currency in either Invoice2go or QuickBooks, so they match before linking your accounts. Important : You will want to ensure that both your tax and currency information is matching in both your Invoice2go and QuickBooks accounts. Only invoices marked as paid after the integration has been set up will sync with QuickBooks. Please note, this integration does not sync invoices retroactively. Once your Invoice2go account is linked with your QuickBooks account, each invoice marked as fully paid will automatically sync with your QuickBooks account, along with client and item information. This integration will allow you to sync your Invoice2go paid invoices with QuickBooks automatically. This way, you can seamlessly keep track of your business across multiple platforms and keep your accountant happy. If you add or remove services, your fees will be adjusted accordingly.With Invoice2go integrations, you can link your QuickBooks account to Invoice2go to automatically sync your paid invoices and clients with your QuickBooks account. The monthly subscription price excludes HST/GST. ![]() Your account will automatically be charged on a monthly basis at the then-current fee for the service(s) you've selected, until you cancel.When a newer version of QuickBooks Desktop becomes available, you must upgrade to that version by the following June 30th to continue receiving tax table updates Requires an active QuickBooks Desktop payroll subscription. Tax table updates are provided on a when-and-if-available basis. Internet access and download of tax table required. ![]() However, performance may slow when processing files containing more than 100 employees. QuickBooks Desktop Premier supports a maximum of 14,500 customers, jobs, employees and other names combined, and a maximum of 14,500 items.Available for non-Payments enabled customers in US, CA and UK.Internet access, download of current tax tables and transmitter number from CRA and/or MRQ.Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions and fees. Download your data from participating banks until May 2024 for QuickBooks Desktop Pro. ![]()
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