Accounting
Connect QuickBooks
The B2B quote-to-cash layer for QuickBooks Online.
Overview
QuickBooks + TackQuote
TackQuote integrates with QuickBooks Online to post the accounting side of quoting, and reads back. A TackQuote quote becomes a QBO ESTIMATE, and a TackQuote invoice becomes a QBO invoice — each posting to its own native entity rather than being flattened into the other. Customer matching keeps QBO books clean. The same Tack invoice will not create a second QBO invoice: TackQuote sends Intuit’s requestid and looks up an existing DocNumber before posting. Each sales line carries a real QBO ItemRef (looked up or created as a Service item) and a tenant-configured tax code. Inbound, TackQuote imports your QuickBooks customers and reconciles invoice payment status back onto the Tack invoice it was pushed from — an invoice paid inside QuickBooks shows as paid in TackQuote. Inbound sync never creates a second copy of a record TackQuote itself pushed, and it never invents a Tack invoice for a document raised in QuickBooks.
TackQuote connects to QuickBooks Online via OAuth 2.0 using Intuit's developer platform. Invoice create is idempotent; estimates are not used.
Before you start
What you'll need
- QuickBooks Online Simple Start, Essentials, Plus, or Advanced
- Intuit account admin access
- TackQuote Starter plan or above
- Income account Id and sales/exempt tax codes at Connections → QuickBooks
Setup
How to connect QuickBooks
Connect via Intuit OAuth
In TackQuote Integrations, click "Connect QuickBooks". Sign in to your Intuit account and authorize TackQuote to access your QBO company.Create or match the customer and item
TackQuote matches the buyer to a QBO customer by email, or creates one. Each line is matched to a QBO Item (SKU then name) or created as a Service item using the income account Id from Connections → QuickBooks.Push the invoice
A TackQuote invoice posts as a QBO invoice. The same Tack invoice id is sent as Intuit requestid so a retry cannot create a second invoice.Read the ledger back
TackQuote imports your QuickBooks customers and reconciles invoice payment status onto the Tack invoices it pushed — in real time from Intuit’s verified webhooks, with a scheduled pull catching anything a delivery missed, plus a Sync button in Connections for the day-one backfill. Estimates and individual payment records stay in QBO.
Capabilities
What you get
Invoice Create
TackQuote invoices post as QuickBooks Online invoices. Estimates are not created. A missing QBO Invoice.Id is treated as failure, not a silent success.
Customer Matching
TackQuote matches buyers to QuickBooks customers by name and email. New customers are created in QBO when no match is found.
Idempotent Invoice Push
Each create carries Intuit’s requestid (the Tack invoice UUID) and reuses an existing QBO invoice when the DocNumber already exists. Retrying the same Tack invoice will not duplicate it.
Inbound Sync
Customers and invoice payment status flow QuickBooks → TackQuote, in real time via Intuit’s HMAC-verified webhooks with a scheduled pull as the backstop for anything a delivery missed. A QuickBooks customer matching an existing buyer updates that buyer rather than creating a second one, and a QuickBooks invoice that does not match a TackQuote invoice is reported rather than turned into one.
Payment Status Reconciliation
An invoice settled inside QuickBooks is marked paid or part-paid in TackQuote from the QBO balance. Status only ever moves forward, so a payment recorded in TackQuote that QuickBooks has not seen is never erased. Individual payment records — method, reference, date — stay in QuickBooks and are not imported.
Line Item Honesty
Every sales line posts a real QBO ItemRef.Id (lookup by SKU/name, or create a Service item with your income account). Tax codes and the income account come from Connections → QuickBooks — TackQuote does not invent TAX, NON, or an account Id.
FAQ
QuickBooks questions
Does TackQuote support QuickBooks Desktop?
No. TackQuote supports QuickBooks Online only. QuickBooks Desktop is not connected.
What do I need to connect TackQuote to QuickBooks?
A QuickBooks Online plan (Simple Start through Advanced) and Intuit account admin access to complete the OAuth authorization. TackQuote Starter plan or above is required.
Do accepted quotes create estimates or invoices in QuickBooks?
Invoices only. TackQuote does not create QuickBooks estimates. Pushing the same Tack invoice twice reuses the existing QBO invoice (requestid + DocNumber lookup) instead of duplicating it.
Are line items mapped to QBO products and tax codes?
Yes for invoices. Each line looks up or creates a QBO Service item (ItemRef.Id) and posts the tax code you set at Connections → QuickBooks. Missing Item.Id, tax code, or income account (when a new item must be created) fails closed.
Does TackQuote import anything FROM QuickBooks?
Customers and invoice payment status. Customers import into your buyer list — matched to an existing buyer by email where one exists, so a buyer TackQuote pushed to QuickBooks is never duplicated on the way back. Invoice payment status is reconciled onto the TackQuote invoice it was pushed from, so an invoice paid in QuickBooks shows as paid in TackQuote. Importing your QuickBooks item list into the TackQuote catalogue is built but off by default — ask support to enable it, because catalogue records are processed by AI features that send product text to a third-party provider.
Will syncing create duplicate invoices in my books?
No. Outbound, the same Tack invoice reuses the existing QBO invoice (requestid plus DocNumber lookup). Inbound, a QuickBooks invoice is matched to the TackQuote invoice it came from and only its payment status is applied — TackQuote never creates a Tack invoice from a QuickBooks document, which is what would otherwise duplicate an invoice it had pushed itself.