QuickBooks Online integration
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What Planmoor sends
- Invoices you send from Planmoor, with the customer created in QuickBooks if it does not exist yet
- Payments recorded against those invoices
- Approved project expenses, if you turn that on
- Voids, when an invoice is voided in Planmoor
Planmoor also checks QuickBooks for payments on those invoices and marks them paid in Planmoor. It reads your chart of accounts and tax rates so you can choose where each item goes. It does not read or change anything else in your company.
Connect
- In Planmoor, open Integrations. Only workspace owners and admins can connect.
- Choose QuickBooks Online, sign in to Intuit and pick the company.
- Check the suggested income account and tax mapping, then save.
Disconnect
In Planmoor, open Integrations and choose Disconnect on QuickBooks Online. You can also remove Planmoor from the Apps page in QuickBooks. Either way Planmoor revokes and deletes its access tokens and stops syncing. Invoices and payments already sent stay in QuickBooks.
Your data
Access tokens are encrypted at rest and only used to sync the items above. Read the privacy policy and terms. Questions? Email support@planmoor.com.
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