QuickBooks Integration
Sync your Glade client records, invoices, and payments to QuickBooks Online automatically — no manual double entry required.
Overview
The QuickBooks integration connects your Glade account to QuickBooks Online so that your financial data stays in sync across both platforms. When you create clients, generate invoices, or receive payments in Glade, that information is automatically pushed to QuickBooks.
This integration is available at the organization level — one QuickBooks company account is connected per Glade organization.
Connecting QuickBooks
- Navigate to Integrations: Go to your dashboard and open the Integrations page
- Find QuickBooks: Locate the QuickBooks tile and click Connect
- Authorize with Intuit: You'll be redirected to Intuit's authorization page. Sign in with your QuickBooks credentials and grant Glade access
- Confirmation: After authorizing, you'll be redirected back to Glade with a success notification. Your connected QuickBooks company name will appear in the QuickBooks Settings modal
Note: Each QuickBooks company can only be connected to one Glade organization. If the QuickBooks company is already linked to another Glade account, you'll see an error message.
What Gets Synced
Clients
When you create or update a client in Glade, their contact information (name, email, phone, address) is automatically created or updated as a Customer in QuickBooks. No action is needed on your part — this happens in the background.
Invoices
You can control how invoices are synced to QuickBooks from the QuickBooks Settings modal. Choose one of the following options:
| Option | Behavior |
|---|---|
| Don't sync invoices | Invoices are not sent to QuickBooks. Payments are still recorded as unapplied payments |
| Sync when payable | Invoices are created in QuickBooks as soon as they have line items and are ready for payment |
| Sync on first payment | Invoices are created in QuickBooks only when the first payment is received |
When invoice sync is enabled, updates and voids in Glade are also reflected in QuickBooks.
Payments
When a client makes a payment through Glade, it is automatically recorded in QuickBooks. If the corresponding invoice was synced, the payment is applied against it. If not, it appears as an unapplied payment under the customer.
Managing Your Connection
Open the QuickBooks Settings modal from the Integrations page to:
- View your connected company name
- See sync status: The "Last Synced" timestamp shows when data was last synchronized
- Check sync counts: See how many customers and invoices have been synced
- Change invoice sync settings: Choose how invoices are synced using the Invoice Sync Type dropdown
- Disconnect: Click Disconnect to remove the QuickBooks connection. You'll be asked to confirm before disconnecting
FAQ
Does the connection expire?
No. Glade automatically keeps your QuickBooks connection active in the background. You won't need to re-authorize unless you disconnect and reconnect.
Can I connect multiple QuickBooks companies?
No. Each Glade organization connects to one QuickBooks Online company at a time.
What happens when I disconnect?
Glade stops syncing data to QuickBooks. Data already synced to QuickBooks remains there — nothing is deleted from your QuickBooks account.
I don't see the QuickBooks option on my Integrations page.
The QuickBooks integration may need to be enabled for your organization. Contact Glade support for assistance.
What if a sync fails?
If a sync to QuickBooks fails (e.g., due to a temporary QuickBooks outage), Glade will retry the operation automatically.