QuickBooks Integration

The current Setup > Integrations page does not display QuickBooks as a setup choice. If you need a new QuickBooks connection, contact PlanMan to confirm its availability for your account.

An existing connection can expose QuickBooks controls on client and invoice records. These send information from PlanMan to QuickBooks; they are not a general two-way synchronisation of your accounts.

Existing connections

1. Open the client or invoice you want to send.
2. Open the Integrations panel using the tab on the right of the record.
3. Find QuickBooks and click Send for a record that has not been sent before, or Update for a linked record.
4. Check the result and inspect the record in QuickBooks before repeating the action.

Sending an invoice can create its client in QuickBooks if the PlanMan client has not yet been linked. Keep the client name and contact details accurate before sending.

Connection settings

The QuickBooks connection page is restricted to administrators. It provides account connection and disconnection controls and a Default Sales Tax Code selection. If PlanMan has confirmed that connection setup is available, complete the QuickBooks authorisation process and select the appropriate code before sending invoice data.

The displayed Update label indicates that PlanMan holds an external record ID. If an update fails or you suspect a duplicate, check QuickBooks and the error message before trying again.

Connection setup does not send your entire existing client or invoice history automatically. Use the record controls for the records you intend to send.