Connecting QuickBooks

Peasy integrates with QuickBooks Online to keep your accounting records in sync. Once connected, you can sync customers, vendors, and invoices between the two systems.

How to Get There

Click Configure (gear icon) in the sidebar, then select Integrations > QuickBooks.

How to Connect

1. Click Configure (gear icon) in the sidebar, then select Integrations > QuickBooks.
2. Click Connect QuickBooks.
3. You'll be redirected to QuickBooks to sign in and authorize the connection.
4. After authorizing, you'll be sent back to Peasy.
5. The Setup Wizard starts automatically to help you configure the sync.

The Setup Wizard

After connecting, a wizard walks you through three steps:

1. Customer Sync

Choose how to sync customers between Peasy and QuickBooks:

• QuickBooks to Peasy — Pull customers from QuickBooks into Peasy
• Peasy to QuickBooks — Push Peasy customers to QuickBooks
• Both directions — Keep them in sync both ways

You can also do an initial bulk sync to bring over existing records.

2. Vendor Sync

Same as customers — choose a sync direction and optionally do a bulk sync of your vendors.

3. Account Mapping

Map your Peasy categories to QuickBooks chart of accounts. This tells QuickBooks which account to use when syncing items and invoices for each category.

Common Questions

What data syncs with QuickBooks? Peasy can sync customers, vendors, invoices, items, and other accounting data depending on your QuickBooks settings. During setup, you map Peasy categories to your QuickBooks accounts so synced activity lands in the right place.

How often does QuickBooks sync? Once connected, QuickBooks sync can run automatically for supported records based on your settings. You can also trigger manual syncs when needed from the integration pages.

Can I disconnect QuickBooks without losing data? Yes. Disconnecting stops the sync, but all data already in both Peasy and QuickBooks remains. You can reconnect and re-authorize at any time.

Do I need to set up my chart of accounts before connecting? It helps. During the setup wizard, Peasy asks you to map accounts (like revenue, COGS, and inventory) to your existing QuickBooks accounts. Having your chart of accounts organized beforehand makes this step faster.

Good to Know

• QuickBooks connects at the company level — everyone on your team shares the connection.
• Only one QuickBooks company can be connected per Peasy account.
• The connection refreshes automatically — you shouldn't need to reconnect unless something goes wrong.
• You can re-run the Setup Wizard later from the QuickBooks settings page.
• You can disconnect QuickBooks at any time without losing your Peasy data.

Related

• QuickBooks Setup Wizard — Detailed wizard walkthrough
• QuickBooks Sync — How ongoing sync works
• Integrations Overview — All available integrations