Keep your books in step with QuickBooks
You run invoicing and payments in Finli, and your books live in QuickBooks. Finli's QuickBooks sync connects the two, so you spend less time entering the same numbers twice.
Why connect Finli and QuickBooks
Double entry is where small mistakes start: a payment recorded twice, an invoice that never made it into the books. Syncing Finli with QuickBooks cuts down on that copy-and-paste work and gives your bookkeeper or accountant a cleaner starting point.
What the sync does
Customers, invoices and payments
Customer records, invoices and payments from Finli sync to QuickBooks.
Less retyping
Activity from Finli reaches your books without being keyed in again.
Receivables start in Finli
Invoices go out and payments come in through Finli, where your customers pay.
Your bookkeeper stays put
Your bookkeeper or accountant keeps working in QuickBooks.
A note on taxes and bookkeeping
Finli helps you keep your records organized. It does not replace a bookkeeper, accountant or tax professional, and nothing on this page is tax advice.
Common questions
Do I need QuickBooks to use Finli?
What syncs to QuickBooks?
Is QuickBooks sync available through my bank's version of Finli?
Finli is offered through your financial institution
Banks, credit unions and community lenders offer Finli under their own name, so your payments settle with the institution you already use. Tell us where you bank and we’ll ask them for you.