--- title: Quickbooks Integration Overview description: Learn how Ressio connects with QuickBooks Online to sync expenses, invoices, bills, time entries, and vendor credits — helping you save time, stay accurate, and avoid errors. --- [Skip to content](https://help.ressiosoftware.com/quickbooks-integration-overview#main-content) English Show submenu for translations [Contact us](https://help.ressiosoftware.com/kb-tickets/new?hsLang=en) ![Untitled design (22)](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Untitled%20design%20(22).png?width=75&height=75&name=Untitled%20design%20(22).png) Open main navigation Close main navigation - English Show submenu for translations - [Contact us](https://help.ressiosoftware.com/kb-tickets/new) - [Go to ressiosoftware.com](https://www.ressiosoftware.com/) [Go to ressiosoftware.com](https://www.ressiosoftware.com/) Hello. How can we help? - There are no suggestions because the search field is empty. 1. [Ressio Knowledge Base](https://help.ressiosoftware.com/?hsLang=en) 2. [Integrations](https://help.ressiosoftware.com/integrations?hsLang=en) 3. [QuickBooks Online](https://help.ressiosoftware.com/integrations?hsLang=en#quickbooks-online) # Quickbooks Integration Overview ## Learn how Ressio connects with QuickBooks Online to sync bills, expenses, invoices, time entries, and vendor credits — helping you save time, stay accurate, and avoid errors. Connecting Ressio to QuickBooks Online allows you to automatically push and pull financial data between the two systems — keeping your budgets accurate, up to date, and aligned with your accounting records. #### Feature Benefits 📊 **Financial accuracy** — Ensure budgets reflect real financial data. ⏱️ **Time savings** — Reduce manual data entry between systems. 🔄 **Quick updates** — Sync information on demand. ✅ **Error reduction** — Avoid mismatches between project and accounting data. ⚠️ **Important:** Ressio does **not** integrate with to QuickBooks DESKTOP. --- #### Table of Contents 1. [What Does Ressio Integrate with QuickBooks?](https://help.ressiosoftware.com/quickbooks-integration-overview#what) 2. [How Does the Integration Work?](https://help.ressiosoftware.com/quickbooks-integration-overview#how) 3. [Configuring QuickBooks](https://help.ressiosoftware.com/quickbooks-integration-overview#configure) 4. [Integrating with QuickBooks](https://help.ressiosoftware.com/quickbooks-integration-overview#integrating) 5. [Integration Settings](https://help.ressiosoftware.com/quickbooks-integration-overview#settings) 1. [Enable Pushing Bills to Quickbooks](https://help.ressiosoftware.com/quickbooks-integration-overview#enable) --- [\[back-to-top\]](https://help.ressiosoftware.com/quickbooks-integration-overview#back-to-top) ### What Does Ressio Integrate with QuickBooks? **Project Expenses (Pull)** Ressio pulls these expense types from QuickBooks and displays them as *Actuals* in your budget: Bills │ Expenses │ Bank transactions │ Credit card transactions │ Checks │ Billable time charges │ Credit card credits │ Vendor credits --- **Time Entries (Push/Pull)** Ressio pushes time clock entries into QuickBooks as *Time Charges*, which sync back into your budget as actuals. --- **Client Invoices (Push)** Ressio pushes invoices into QuickBooks. --- **Bills (Push/Pull)** Ressio pushes bills into QuickBooks, allowing more control over creation and approval. Files **attached** to bills can be pushed and pulled with QuickBooks online. --- [\[back-to-top\]](https://help.ressiosoftware.com/quickbooks-integration-overview#back-to-top) ### How Does the Integration Work? Three key areas enable the QuickBooks connection: 1. **QuickBooks Account** — Connect your QuickBooks Online account to Ressio. 2. **QuickBooks Customer** — Link a QuickBooks **customer, sub-customer, or project** to your Ressio project. 3. **Quickbooks Product & Services** — Ressio uses QuickBooks service codes (cost codes) to categorize costs. Each is linked to a general ledger account for high-level reporting.   --- [\[back-to-top\]](https://help.ressiosoftware.com/quickbooks-integration-overview#back-to-top)   ### Configuring QuickBooks Before integrating, make sure Quickbooks service codes are set to appear on bills, expenses, time entries, and bank transactions. #### Quickbooks Settings Select the gear icon in the upper right and choose **Account and settings**. ![Qb homepage settings1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Qb%20homepage%20settings1.jpg?width=550&height=408&name=Qb%20homepage%20settings1.jpg) --- #### Sales Turn on: - **Show Product/Service column on sales forms** ![QB settings sales1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/QB%20settings%20sales1.jpg?width=550&height=416&name=QB%20settings%20sales1.jpg) --- #### **Expenses** Turn on: - **Show items table on expense and purchase forms** - **Track expenses and items by customer** ![QB settings expenses1](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/QB%20settings%20expenses1.jpg?width=550&height=413&name=QB%20settings%20expenses1.jpg) --- #### **Service Codes** Go to **Sales - Products & Services** to access your service codes. Use the green **New button** to add a Service code. Use the down arrow to import codes in bulk. **![QB service codes](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/QB%20service%20codes.jpg?width=550&height=416&name=QB%20service%20codes.jpg)** #### Enabling codes Select the **Edit** button on the right to edit codes. The following boxes must be checked for Service codes to integrate: **✅ I sell this product/service to my customers** **✅ I purchase this product/service from a vendor** ![Recording2025-08-13062947-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-08-13062947-ezgif.com-optimize.gif?width=600&height=456&name=Recording2025-08-13062947-ezgif.com-optimize.gif) --- [\[back-to-top\]](https://help.ressiosoftware.com/quickbooks-integration-overview#back-to-top) ### Integrating with QuickBooks To integrate your project with Quickbooks you'll need to: #### **Connect your account** Go to **Company Settings - Integrations** to connect your account. ![Recording2025-08-12203814-ezgif.com-optimize](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Recording2025-08-12203814-ezgif.com-optimize.gif?width=600&height=363&name=Recording2025-08-12203814-ezgif.com-optimize.gif) 💡 **Tip:** After connecting your account, you can view Quickbooks project and service codes in Ressio drop down menus. --- #### **Connect or import** QuickBooks Products & Services Go to **Company Settings - Cost codes** to begin connecting cost codes. For more detailed instructions, visit: [Integrating Cost codes from QB](https://help.ressiosoftware.com/adding-cost-codes-to-ressio?hsLang=en#quickbooks) ![Cost codes](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Cost%20codes.jpg?width=550&height=347&name=Cost%20codes.jpg) --- #### **Connect your project** Ressio will integrate with a Quickbooks Customer, Sub-customer, or Project. Go to **Project Details - Financials** to open the **Connect to Quickbooks** drop down. Select an entity to match and choose **Connect Project.**  ![Screenshot 2025-08-13 070020](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202025-08-13%20070020.jpg?width=550&height=376&name=Screenshot%202025-08-13%20070020.jpg) #### Optional connections (Employees and Vendors) - Connect employees to enable [time entry push](https://help.ressiosoftware.com/time-clock-quickbooks?hsLang=en) - Connect vendors to enable Bill push --- [\[back-to-top\]](https://help.ressiosoftware.com/quickbooks-integration-overview#back-to-top) ### Integration Settings Customize your integration using the toggles under **Connect to QuickBooks** in your project’s financial settings: ![Screenshot 2026-03-23 at 12.07.22 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-23%20at%2012.07.22%20PM.png?width=624&height=260&name=Screenshot%202026-03-23%20at%2012.07.22%20PM.png) ![Screenshot 2026-03-23 at 12.07.39 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-23%20at%2012.07.39%20PM.png?width=614&height=342&name=Screenshot%202026-03-23%20at%2012.07.39%20PM.png) --- #### **Enable Pushing Bills to Quickbooks** This setting allows bills created in Ressio to be pushed into Quickbooks. All bills push to Quickbooks as unpaid. You also have the ability to enable "**Exclude pulling non-billable bills and expenses from actuals**". ✏️ Pushing bills allows for a more accurate and controllable bill creation process, and adds more immediate visibility to your team. - **Default billing cost code:** Quickbooks requires a code to integrate in case one isn’t set in Ressio. We recommend coding all of your cost lines before syncing. **Bill Attachments** For bill attachments, there are two toggles underneath the '**Default billing cost code**' that allows you to: - "**Push bill attachments to Quickbooks**" - "**Pull bill attachments from Quickbooks**" ✏️ By default, push bill attachment is ON and pull bill attachment is OFF. Turn "Pull bill attachments" **ON** to start retrieving bill attachments from QBO for new projects. Once everything is synced for bill attachments, to **view attachments** in Ressio: 1. Navigate over to the '**Budget**' tab 2. Click the '**Applied Actuals**' column. 3. When the window pop opens, search for your bill. 4. Click the 📎 icon next to your bill and view the attachment   Attachments appear as read-only and are visible for customers. Uploading additional attachments directly in Ressio is not available for these files. Attachments will also appear in your '**Files**' tab.  ⌛ Refreshing the page displays further synced attachments as the process completes. --- #### **Enable Quickbooks Time Tracking** This setting allows time to be pushed and pulled from Quickbooks, making payroll and job costing easier. ⚠️ **Note:** Only entries made after enabling will sync. We do not retroactively sync time charges. **⚠️** For more information on setting up the time integration, see [Integrating Time Clock with Quickbooks](https://help.ressiosoftware.com/time-clock-quickbooks?hsLang=en) --- #### **Pulling actuals** Below **enabling time activities**, you can **include already billed time in budge actual** and **non-billable time in budget actuals**. Both of these are OFF by default.  Click **Sync Expenses** on your budget page to pull financial data from QuickBooks. **Troubleshooting**: (If expenses don’t sync, check that service codes are connected and *I purchase this product/service from a vendor* is enabled.) --- #### **Enable Quickbooks Vendor Credits** This setting enables Vendor Credits to be synced into a project's budget. Toggle this **on** if you use Vendor Credits in Quickbooks. --- #### **Enable sending Invoice to Quickbooks** This setting allows invoices created in Ressio to push into Quickbooks as customer invoices. When you enable this toggle, it is "Required for integrated invoices." If enabled, invoices can only be marked as paid in Quickbooks. - **Default Invoice Code:** Quickbooks requires a service code for invoice items in case one isn’t assigned. *We recommend assigning codes to all invoice items for accurate tracking.* - **Profit code:** Quickbooks requires all items to be coded, including markup. *We recommend creating a profit code for accuracy.* *![Screenshot 2026-03-23 at 3.21.30 PM](https://43531900.fs1.hubspotusercontent-na1.net/hub/43531900/hubfs/Screenshot%202026-03-23%20at%203.21.30%20PM.png?width=670&height=207&name=Screenshot%202026-03-23%20at%203.21.30%20PM.png)* --- If you have any questions or need further assistance, contact our support team at [support@ressiosoftware.com](mailto:support@ressiosoftware.com). 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