Disclaimer: QuickBooks integration is currently in the BETA phase, after being recently released. If there are any issues with connections or syncing, please let us know.
Connecting your account
To connect QuickBooks:
Go to Settings → Integrations
Find the QuickBooks card and click Connect to QuickBooks
You’ll be redirected to QuickBooks to authorise access
After authorising, you’ll return to Imploy automatically
A success message confirms the connection is established
Once connected, the QuickBooks card shows a green checkmark and a Disconnect button.
Syncing invoices
Click the Sync button in the Invoicing page toolbar to pull the latest invoice statuses from QuickBooks. This updates:
Payment status changes (when invoices are paid)
Approval status changes (when drafts are approved)
Any invoices created directly in QuickBooks (where supported)
Important notes (GST + PDF limitations)
GST may not appear on the Imploy PDF preview (when QuickBooks is connected)
If GST is included/excluded when creating an invoice in Imploy (for example in Bulk Invoicing), the PDF preview/view inside Imploy may not display GST correctly due to QuickBooks PDF limitations.
If GST was applied, the invoice in QuickBooks will still have GST applied, and you can confirm this by viewing the invoice in the QuickBooks dashboard.
Custom transaction numbers can break invoice PDF viewing in Imploy
If your QuickBooks account has Custom transaction numbers enabled, users may be unable to view the invoice PDF from within Imploy (in the Generated Invoices / Invoicing invoice PDF view). This is a QuickBooks limitation.
To fix it, disable Custom transaction numbers in QuickBooks:
Open the Sales form content section/dropdown
Find Custom transaction numbers (the fourth option)
Toggle it off
After this, Imploy can use QuickBooks’ standard invoice numbering increments (typically starting at 1001 if no other invoices have been generated).
If this setting is important for your workflow, the workaround is to manually download the invoice PDF from the QuickBooks portal (where the correct template/numbering is applied), or check with QuickBooks support for any options on API PDF behaviour.
Disconnecting
To disconnect from QuickBooks, go to Settings → Integrations and click Disconnect on the QuickBooks card. You’ll be asked to confirm before the connection is removed.