Connect QuickBooks to Taskip
Keep Taskip invoices, contacts, and payments in sync with QuickBooks Online — and bring in what you already have there, with a reviewable one-time import.
Integrations available on paid plans · Cancel anytime
About this Integration
QuickBooks + Taskip
The QuickBooks Online integration keeps your Taskip invoices, contacts, and payments in sync with your accounting software going forward, automatically. Every invoice created in Taskip appears in QuickBooks immediately, not just after payment, and every payment recorded in Taskip marks the corresponding QuickBooks invoice as paid. If you already have customers or invoices sitting in QuickBooks — from a previous system, or entered directly — a one-time guided import can bring them into Taskip too. Nothing pulls in silently: you see counts and a match preview first, and anything the system can't confidently match on its own (a similar-but-not-identical name, an invoice with no clear paid/unpaid signal) is flagged for you to confirm, not guessed.
View QuickBooks's official documentationHow to Connect QuickBooks to Taskip
Takes about 10 minutes (plus a few more if importing existing QuickBooks data). No developer required.
- 1
Go to Settings → Integrations → QuickBooks
- 2
Click Connect to QuickBooks
- 3
Log in to your Intuit account and authorise access
- 4
Select your QuickBooks company file
- 5
Open the Settings tab and set your Default Item and Default Deposit Account
- 6
(Optional) If you already have customers/invoices in QuickBooks, run the guided import from the same settings page — review the preview, then confirm
What You Get with QuickBooks
Automatic invoice sync
Every Taskip invoice syncs to QuickBooks instantly, no manual export needed.
Real-time contact sync (Taskip → QuickBooks)
New or updated clients in Taskip appear in QuickBooks automatically.
Payment reconciliation
Invoice payments recorded in Taskip automatically mark QuickBooks invoices as paid, and payments recorded directly in QuickBooks are reflected back in Taskip.
Import what you already have
Bring existing QuickBooks customers and invoices into Taskip with a reviewable import — matched by email or company where possible, with anything uncertain flagged for a quick manual check instead of guessed.
Tax rates that mean the same thing in both places
Set up a shared tax rate catalog once; QuickBooks tax codes map onto it automatically during import, so line-item tax stays accurate on both sides.
Frequently Asked Questions
Is the QuickBooks integration free?
No. Taskip integrations are available on paid plans only. The free plan includes core CRM, project management, and client portal features. To connect QuickBooks, upgrade to a paid Taskip plan.
How do I connect QuickBooks to Taskip?
Go to Settings → Integrations → QuickBooks Click Connect to QuickBooks Log in to your Intuit account and authorise access Select your QuickBooks company file Open the Settings tab and set your Default Item and Default Deposit Account (Optional) If you already have customers/invoices in QuickBooks, run the guided import from the same settings page — review the preview, then confirm
What happens if I disconnect QuickBooks from Taskip?
Disconnecting stops all future syncs and event sends. Your existing data in both QuickBooks and Taskip remains intact, nothing is deleted from either platform.
I already have customers and invoices in QuickBooks — will connecting Taskip import them, or create duplicates?
Connecting QuickBooks on its own does not import anything automatically — it only turns on sync going forward. To bring in your existing QuickBooks customers and invoices, run the separate guided import from the same settings page: it shows you exactly how many records it found and how it plans to match them (by email, then by company name) before anything is created in Taskip. Confident matches are linked automatically; anything ambiguous — a name that's close but not exact, an invoice with no clear paid/unpaid signal — is created but flagged for you to confirm, so you always get the final say rather than a silent guess. Vendors and expenses aren't part of this import — Taskip doesn't track those yet, so they stay QuickBooks-only.
More questions? Ask in our Discord community or contact support.
Paid Plans
Unlock QuickBooks on a Paid Plan
Integrations are available on paid Taskip plans. Upgrade in seconds, cancel anytime.
Used Alongside These Features
Invoices
Create branded invoices, get paid via Stripe, PayPal & 4 more gateways, and automate recurring or partial billing with Taskip. 7 templates, multi-currency.
Explore feature Automation & AIReporting
See revenue, project health, service performance, and team workload in one reporting dashboard. Real-time analytics across every part of your agency.
Explore featureMore Integrations
