What syncs
| Monigo object | QuickBooks object |
|---|---|
| Customer | Customer |
| Invoice (paid) | Invoice + Payment |
| Payout batch | Bill / Vendor Payment |
Connecting QuickBooks
- Go to Settings → Integrations → QuickBooks
- Click Connect to QuickBooks
- Authorise Monigo in the QuickBooks OAuth flow
- Select your QuickBooks company
Sync behaviour
- Invoices sync automatically when they are paid
- Payout batches sync when they are submitted to the payment provider
- Customers are created in QuickBooks if they don’t already exist (matched by email)
- Historical data can be synced manually from the integration settings page