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Setting Up the QuickBooks Integration

We will assist you during a live session. Book a meeting with us.

Luc Tremblay avatar
Written by Luc Tremblay
Updated over a week ago

The integration with QuickBooks allows you to:

  • Sync your C-Cube invoices into QuickBooks

  • Sync your C-Cube clients into QuickBooks

Action in C-Cube

Action copied to Quickbooks

Client (contact or compagnie) created

Facture sent *

  • When invoices are still in draft, they are not sent to Quickbooks

ATTENTION: negative invoice are not sent to quickbooks

* The product added in the QuickBooks invoice is always “services”

Cancelled invoice

Credit note or negative invoice *

À venir

*Until then, any credit note (or negative invoice) must be manually created in QuickBooks

Paiement

À venir

You must enter payments directly in QuickBooks for now

Setting Up the QuickBooks Integration

We will assist you during a live session. Book a meeting with us.

Set Up QuickBooks

  1. Add the sales tax: GST/QST QC - 9.975 (14.975)

  2. Add a product or service named “services”

  3. Make sure “services” is the default product/service

To verify this:

  • Create a test invoice without selecting any product or service

  • See what is automatically applied

  • Take that product and merge it with “services” to ensure it becomes the default again

  • Then create another test invoice to confirm that “services” shows up by default

Set Up in C-Cube

Click [here] to book a setup meeting — please mention in the description that it's for QuickBooks integration, so we can prepare your account in advance.

During the meeting, we will:

  • Create the connection for each user who sends invoices or creates clients

  • EXPORT existing clients to ensure they’re all in QuickBooks (future clients will sync automatically once connected)

Important:
If you already have clients in QuickBooks, an initial duplicate management step will be required.
C-Cube clients will be synced with their customer number, making them easier to identify and helping prevent future duplicates.

Fees

  • $100 one-time setup fee

  • $20/month for this feature

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