QuickBooks is a US accounting software developed by Intuit.

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Prerequisites

You need to have a valid QuickBooks account and admin rights on Hyperline.

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Setup

1

In Hyperline, navigate to the Settings > Integrations page

2

Click Connect on the QuickBooks card

3

Authenticate on QuickBooks

If you are not already logged into QuickBooks, enter your QuickBooks credentials to proceed.

4

That's it!

Your Hyperline account is ready to send invoices and credit notes.

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Reconcile Hyperline and QuickBooks customers

If you already have existing customers in QuickBooks, we’ll need to link them with the corresponding customers in Hyperline. Our support team is available to assist you with this process during onboarding.

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Synchronization

When you connect your QuickBooks account, Hyperline automatically sends invoices with their complete details (including line items details).

By default, only invoices and customers created after the connection date will sync. If you need to push older data to QuickBooks, please contact our support team.

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Customer synchronization

Hyperline supports 2 modes of synchronization for customers:

  • no synchronization: customers are not synchronized with QuickBooks.
  • from Hyperline to QuickBooks: customers created in Hyperline are automatically created in QuickBooks with their details.

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Payment synchronization

Hyperline supports 3 modes of synchronization for payments:

  • no synchronization: payments are not synchronized with QuickBooks.
  • from Hyperline to QuickBooks: payments created in Hyperline are automatically created in QuickBooks and associated to the corresponding invoice.
  • from QuickBooks to Hyperline: payments created in QuickBooks are automatically created in Hyperline, and the status of the invoice is updated accordingly.

The synchronization delay is 5 minutes maximum.