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Payments & invoicing

QuickBooks sync

Paid invoices push to QuickBooks Online automatically. Connect once, forget it.

If your accountant lives in QuickBooks Online, connect it once in Settings, Integrations, and stop double-entering.

What syncs

  • When an invoice is paid, CarSignal pushes it to QuickBooks as an invoice plus its payment.
  • The customer is found or created in QuickBooks by name.
  • Line items are summarized as parts and labor totals, with tax carried as an amount, which keeps your books clean without importing every spark plug.
  • Voids and refunds sync too, so the books track reality.

How the connection works

It is a per-shop QuickBooks login (OAuth). Tokens refresh themselves; if the connection ever breaks, Settings shows it and reconnecting takes a minute.

Note

Sync is one-way, CarSignal to QuickBooks, triggered by payment events. Nothing in your QuickBooks file changes CarSignal.