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QuickBooks integration FAQs

Common questions and troubleshooting for the QuickBooks integration.

Written by Mariana Moraes

Is it possible to sync my Purchase Orders with QuickBooks?

Currently, our integration with QuickBooks is limited to Invoicing. Purchase Orders won't sync at this stage.

I already use QuickBooks, should I also connect to Stripe?

Stripe and QuickBooks serve different purposes. Stripe is an online payment facilitator, and our invoicing system is powered by it.

So, in order to send invoices through Programa, it's required to set up a Stripe account. QuickBooks is a bookkeeping tool used to reconcile payments.

Its integration with Programa is optional and can be enabled if you'd like to sync your financial records.

Can I edit invoices in both Programa and QuickBooks?

Yes, you can edit invoices in both Programa and QuickBooks. Invoice content — line items, quantities, dates, and product details — is managed in Programa, which is the source of truth. Changes to invoice content made in QuickBooks won't sync back to Programa.

However, payments, voids, and memo updates recorded in QuickBooks do sync back to Programa automatically. Recording a payment in QuickBooks marks the invoice Paid (or Partially paid) in Programa, and voiding an invoice in QuickBooks marks it Void in Programa.

Which types of QuickBooks accounts are compatible with the platform?

Only QuickBooks Online accounts are supported.

Accounts for self-employed individuals, such as the Sole Trader version of QuickBooks, are not accepted, as there are no APIs available for this type at the moment.

QuickBooks Online (supported across all subscription types, including the basic Simple Start plan) is the only version that supports external app integrations.

Is there a way to see how the mapping between Programa and QuickBooks connects?

Yes, you can learn more about the mapping between Programa and QuickBooks here.

How do I reconcile payments in QuickBooks?

Bank reconciliation happens in QuickBooks as usual. When you record a payment against an invoice in QuickBooks, the payment status syncs back to Programa automatically — the invoice will show as Paid or Partially paid within about a minute.

Why my new QuickBooks income account is not showing up in Programa?

New QuickBooks accounts don't auto-sync. To refresh:

  1. Go to Settings → Integrations

  2. Disconnect QuickBooks

  3. Wait 30 seconds, reconnect

  4. New accounts should appear within 5 minutes.

    Note: Ensure the account is marked as 'Income' type in QuickBooks.

Do Draft invoices sync to QuickBooks?

No — by default, invoices only sync to QuickBooks once they reach Issued or Sent status.

QuickBooks Online does not have a concept of draft invoices. This means that if a draft invoice were synced, it would post directly to your ledger — before the invoice has been reviewed or approved. To protect the integrity of your accounts, Programa does not sync draft invoices by default.

If you'd like draft invoices to sync, you can enable this in your QuickBooks integration settings (Settings > Integrations > QuickBooks Settings > Sync draft invoices). We recommend reading the in-product warnings carefully and consulting your bookkeeper before turning this on.


Need more help with QuickBooks integration? Contact our support team via live chat for personalized assistance.

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