> ## Documentation Index
> Fetch the complete documentation index at: https://help.hoopai.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks integration

> Connect QuickBooks Online to sync invoices, payments, and contacts between the HoopAI platform and your accounting software.

The QuickBooks integration connects your QuickBooks Online account to the HoopAI platform, syncing invoices, payments, and contact data so your accounting records stay up to date without manual entry.

## Setting up QuickBooks

<Steps>
  <Step title="Open integrations">
    Navigate to **Settings > Integrations** and locate the QuickBooks integration card.
  </Step>

  <Step title="Click Connect">
    Click **Connect** next to QuickBooks. A QuickBooks login window opens.
  </Step>

  <Step title="Authenticate">
    Log in with your QuickBooks Online credentials and authorize the connection. Select the QuickBooks company file to connect.
  </Step>

  <Step title="Confirm the connection">
    The integration status changes to connected. QuickBooks data begins syncing based on your configuration.
  </Step>
</Steps>

## What syncs

| Data type    | Direction            | Details                                                                             |
| ------------ | -------------------- | ----------------------------------------------------------------------------------- |
| **Invoices** | HoopAI to QuickBooks | Invoices created in Hoop are pushed to QuickBooks as invoices                       |
| **Payments** | HoopAI to QuickBooks | Payments received in Hoop are recorded against the corresponding QuickBooks invoice |
| **Contacts** | HoopAI to QuickBooks | Contacts are synced as customers in QuickBooks when an invoice is created           |
| **Products** | Manual mapping       | Map HoopAI products to QuickBooks items for accurate line-item reporting            |

## Automatic sync vs. manual sync

* **Automatic sync** — once connected, new invoices and payments sync automatically within minutes of being created or received
* **Manual sync** — use the **Sync Now** button in the integration panel to force an immediate sync of pending records

<Note>
  Only invoices created after the integration is connected will sync automatically. Historical invoices must be reconciled manually in QuickBooks.
</Note>

## Mapping fields

After connecting, map your HoopAI data fields to QuickBooks fields:

1. Go to **Settings > Integrations > QuickBooks > Field Mapping**
2. Map each HoopAI product to the corresponding QuickBooks item
3. Map tax settings to match your QuickBooks tax codes
4. Save the mapping configuration

## Troubleshooting sync errors

<AccordionGroup>
  <Accordion title="Invoice failed to sync">
    Check that the contact exists as a customer in QuickBooks. If the contact name contains special characters, QuickBooks may reject it. Also verify that all required QuickBooks fields (customer name, line items) are populated.
  </Accordion>

  <Accordion title="Duplicate records in QuickBooks">
    Duplicates occur when the same contact is created both manually in QuickBooks and via sync. Use the QuickBooks merge feature to consolidate duplicates, then verify field mapping is correct.
  </Accordion>

  <Accordion title="Connection expired">
    QuickBooks tokens expire after a period of inactivity. Reconnect by going to **Settings > Integrations > QuickBooks** and clicking **Reconnect**.
  </Accordion>
</AccordionGroup>

## Limitations

* Only QuickBooks Online is supported — QuickBooks Desktop is not compatible
* Sync is one-directional for invoices and payments (HoopAI to QuickBooks)
* Refunds must be recorded manually in QuickBooks
* Multi-currency support depends on your QuickBooks plan

***

## Related articles

* [Invoices](/payments/invoices)
* [Accounting integrations](/payments/accounting-integrations)
* [Integrations overview](/settings/integrations)