Connect QuickBooks Online
Sync your Finli customers, invoices and payments to QuickBooks Online automatically.
If you use QuickBooks Online, you can connect it to Finli so your customers, invoices and payments are recorded in QuickBooks automatically.
Connect QuickBooks
You need to be an Admin in Finli and sign in with a QuickBooks Admin account.
- Go to Settings, then the Integrations tab.
- Find QuickBooks Integration and select Connect.
- Select Yes, continue to confirm.
- Sign in to QuickBooks and approve the connection.
- You'll see a confirmation when the connection is complete.
Screenshot to add: the Integrations tab with the QuickBooks Connect button
What syncs
When you connect, your existing Finli customers are sent to QuickBooks. If a customer already exists in QuickBooks, Finli matches them by email address or phone number instead of creating a duplicate.
After that, Finli keeps QuickBooks up to date:
- New and updated customers
- Invoices when they're issued, updated or canceled
- Payments when they succeed
- Refunds
Invoices and payments from before you connected aren't sent automatically. To bring them into QuickBooks, export them from the Invoices or Payments page and import the file into QuickBooks. See Export your data.
Disconnect QuickBooks
On the Integrations tab, select Disconnect and confirm. Future invoices and payments won't be recorded in QuickBooks.
Need help? Email support@finli.com.
Updated October 22, 2026