QuickBooks Integration
Connect QuickBooks to pull invoices and expenses into DigitalCore as actuals.
What syncs
- Invoices. Pulled in as revenue actuals on the matching engagement.
- Expenses. Pulled in as cost actuals (matched by P&L category).
Setup
- Go to Configure, then Integrations.
- Click Connect QuickBooks.
- Sign in to QuickBooks and approve the connection.
- Pick the company file.
- Map QuickBooks classes (or customers) to DigitalCore engagements.
- Map QuickBooks accounts to DigitalCore P&L categories.
Sync schedule
DigitalCore polls QuickBooks once an hour. You can also click Sync now.
Mapping
- Engagements. Use QuickBooks classes if you have them. Otherwise use customers.
- P&L categories. Map the chart of accounts you actually use. Skip rare categories.
Tips
- Run the first sync against one engagement to confirm the mapping is right.
- Keep QuickBooks classes and DigitalCore engagement names aligned.
- For non-engagement expenses, leave them unmapped. They stay in QuickBooks only.
Disconnect
Click Disconnect in the same panel. Past synced data stays. New data stops flowing.