QuickBooks Integration

IntelliDrive OS + QuickBooks Online

Send QuickBooks payment links that are created as invoices in your QuickBooks, and push your sales, payments, customers and items to QuickBooks Online when you choose. The push is one-way and you start it. No card terminal needed.

TL;DR — IntelliDrive OS + QuickBooks Online

IntelliDrive OS connects to QuickBooks Online from Settings → Integrations. A QuickBooks payment link is created as an invoice in your QuickBooks; the customer can add a tip and pays it by card or ACH through QuickBooks Payments. Separately, you can push completed sales, payments, customers and items to QuickBooks whenever you choose. That push is one-way, and you start it. Pricing is $79/month for the whole business, with unlimited users and no extra fee for the integration.

How does the QuickBooks integration work?

Four steps, from connecting to pushing your sales.

Step 1

Connect QuickBooks Online

Sign in to QuickBooks from Settings → Integrations, then choose the tax code and bank account IntelliDrive should use.

Step 2

Send a QuickBooks Payment Link

Ring up the sale and choose the QuickBooks payment link. IntelliDrive creates the invoice in QuickBooks and texts or emails the link.

Step 3

Customer Pays

The customer can add a tip, signs, and pays the invoice by card or ACH bank transfer through QuickBooks Payments.

Step 4

Push the Rest When You Choose

Press Sync in Settings → Integrations to send completed sales, payments, customers and items to QuickBooks. It goes one way, and you start it.

What Reaches QuickBooks, and When

Everything goes one way, from IntelliDrive to QuickBooks Online.

Invoices From Payment Links

Every QuickBooks payment link is an invoice in your QuickBooks, with each line, quantity, discount and tax.

Tips as Their Own Line

A tip the customer adds on the payment page goes on the invoice as a separate line.

Card Fee as Its Own Line

If you charge a card processing fee, the customer sees it before paying, and it goes on the invoice as a non-taxable line.

Your Tax Code

Choose the QuickBooks tax code IntelliDrive uses on taxable lines.

Card and ACH

Customers can pay by card or ACH bank transfer through QuickBooks Payments, from one link.

Customers Added When Needed

Sending a link adds the customer to QuickBooks if they aren’t there yet. You can also push every customer with Sync Customers.

A One-Way Push You Start

Sync All, Sync Customers and Sync Sales send records to QuickBooks when you press them. Completed sales go in as sales receipts. Changes made in QuickBooks are not copied back.

Refunds and Voids

Refund or void a sale in IntelliDrive and it voids the invoice or sales receipt in QuickBooks, or adds a credit memo for a partial refund.

Why Use the QuickBooks Integration

Less retyping, and payment links that land as real invoices.

No retyping sales into QuickBooks: push them when you’re ready

Get paid without a card terminal: send a link

Tips and card fees on their own lines in QuickBooks

Money goes to your own QuickBooks Payments account

The sale shows as paid, usually within about a minute

Refunds and voids in IntelliDrive update QuickBooks too

Frequently Asked Questions

Do I need a QuickBooks Payments account?
For QuickBooks payment links, yes. Payments are processed through your own QuickBooks Payments account and go to it. IntelliDrive does not process payments itself; it creates the invoice and the link. To push sales to QuickBooks Online, you only need the QuickBooks Online connection.
Does the integration sync both ways?
No. Records go from IntelliDrive to QuickBooks Online only. Changes made in QuickBooks are not copied back into IntelliDrive.
Does IntelliDrive send sales to QuickBooks automatically?
No. Sales, payments, customers and items go to QuickBooks when you press Sync in Settings → Integrations. A few actions on a single sale also write to QuickBooks: sending a QuickBooks payment link creates its invoice, and refunding or voiding that sale updates QuickBooks.
How are tips handled in QuickBooks?
A tip the customer adds on the payment page goes on the QuickBooks invoice as its own line, so it is not mixed into the sale total.
Can my customers pay by ACH bank transfer?
Yes. QuickBooks payment links accept card or ACH bank transfer. QuickBooks Payments sets the processing fees for each.
Is there an extra charge for the QuickBooks integration?
No. It is part of the $79/month IntelliDrive plan. QuickBooks Payments charges its own processing fees.

Ready to Connect QuickBooks?

Connect QuickBooks Online during your 30-day free trial. A card is required at signup; cancel before day 31 and you pay nothing.