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
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)
Ressio pushes bills into QuickBooks, allowing more control over creation and approval.
How Does the Integration Work?
Three key areas enable the QuickBooks connection:
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QuickBooks Account — Connect your QuickBooks Online account to Ressio.
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QuickBooks Customer — Link a QuickBooks customer, sub-customer, or project to your Ressio project.
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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.
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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.
Sales
Turn on:
- Show Product/Service column on sales forms
Expenses
Turn on:
- Show items table on expense and purchase forms
- Track expenses and items by customer
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.
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
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.
💡 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
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.
Optional connections (Employees and Vendors)
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Connect employees to enable time entry push
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Connect vendors to enable Bill push
Integration Settings
Customize your integration using the toggles under Connect to QuickBooks in your project’s financial settings:
Pulling actuals
This is the default connection. 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 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
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.
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.
Enable Sending Bills to Quickbooks
This setting allows bills created in Ressio to be pushed into Quickbooks. All bills push to Quickbooks as unpaid.
Tip: 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.
If you have any questions or need further assistance, contact our support team at support@ressiosoftware.com. We're here to help!