This guide walks you through upgrading from the legacy QuickBooks integration to the new one. The process takes just a few minutes and your data stays safe throughout.

You can Watch a video walkthrough to see the upgrade experience

There are two ways to get to the upgrade:

Option A — From the billing page header Click the QuickBooks heading at the top of any billing page. A panel will appear showing your current connection status (you'll see it labeled as Legacy). Click Upgrade.

Option B — From billing settings Navigate to Settings and find the QuickBooks section. You'll see the same Upgrade button there.

Once you click Upgrade, a dialog will appear explaining what's about to happen.

This step is safe, nothing will be sent to or changed in your QuickBooks account. CRO Billing is simply updating how it tracks what's already been synced, so the new integration has an accurate starting point.

Read through the summary and click Continue when you're ready.

Before the migration begins, you'll see a summary of what will be included, the number of customers, products, and invoices that have previously been synced with QuickBooks.

These are the items that will be carried over to the new system. Take a moment to confirm the numbers look right, then click Continue.

CRO Billing will now migrate your data in the background. You'll see a progress view with live updates for each item type — customers, products, and invoices — as they're processed.

Don't close this window while the migration is running. (i din't think this is correct)

For smaller accounts this typically finishes in under a minute. Larger accounts with many invoices may take longer.

Once the data migration is complete, you'll see a confirmation screen. Click Update to connect to the new integration.

A QuickBooks authorization window will appear. Log in with your QuickBooks Online credentials and approve the connection when prompted.

After authorizing, you'll be taken to the new QuickBooks page in your CRO Billing sidebar. This is your new home for monitoring everything that's syncing between CRO Billing and QuickBooks — customers, invoices, and products — along with the status of each.

You're all set. The new integration is active.

The upgrade dialog says there's nothing to migrate. This is normal if your account has already been partially processed, or if you're returning after a previous attempt. You can still proceed — click Update to complete the connection to the new integration.

The upgrade was interrupted before you finished. If you closed the window or ran into an issue after the migration started, simply return to the upgrade from the billing header or settings. CRO Billing will detect where you left off and guide you from there.

You see an error during the QuickBooks authorization step. If the authorization window times out or fails, wait a few minutes and try again. QuickBooks requires a short cooldown period before a new authorization attempt can be made.

If you run into anything unexpected, reach out to our support team and we'll get you sorted.