Connecting QuickBooks Online

On the Scale plan, the QuickBooks Online connection brings the customers and invoices you already keep in QuickBooks into Revcore Pro, so you are not retyping your customer list when you switch. For the money side, every payout has a bookkeeper-ready file that pastes straight into QuickBooks.

Connect your account

1. Go to Settings, Integrations, QuickBooks Online.
2. Click Connect and sign in to QuickBooks with an admin login.
3. Approve the permission request.
4. Choose the QuickBooks company file if you manage more than one.

Bring in customers and invoices

On the QuickBooks panel, choose what to bring over, customers, invoices, or both, and how often it should check for new records. Customers come in first so each invoice lands on the right customer. You can also run it on demand with Sync now.

Give your bookkeeper the payouts

Open a payout in Money and download its CSV. Each row is one transaction with the payout id on it, so your bookkeeper can paste it into QuickBooks and match it against the bank deposit line.

Check the connection

The QuickBooks panel shows whether you are connected and when records were last brought in. If a sync fails, the panel says why, and you can reconnect or run it again.