Integrations

Quickbooks

Improve your financial processes and automate your accounting systems.
Supported Languages English
Pricing Starting at $5/mo
Categories
  • Accounting

Optix and Quickbooks Integration

The Optix and Quickbooks Online integration was created to make it easier for you to manage your business’s finances, with two-way sync and a host of customization options.

  • Gain a better understanding of your business finances
  • Unlock valuable data and comprehensive reports on your financial standing
  • Improve your account management systems
  • Simplify new user onboarding and user creation

Quickbooks Online is a cloud-based accounting software that helps you keep track of your finances. With bill management and payroll functions, Quickbooks is a simple and accessible account solution for teams of all sizes.

Follow the steps below to connect Optix with your Quickbooks account:

  1. Install and configure the Quickbooks app in the Optix platform
  2. Click Connect Account and follow the prompts to configure your preferences
  3. Set up your revenue mappings in Optix
  4. Click the ‘Sync to QuickBooks’ blue button

For a complete breakdown of how to sync Optix and Quickbooks, check out our FAQ

  • Automatically send new Optix invoices to QuickBooks
  • Match Optix invoice numbering with QuickBooks
  • Customize your tax type 
  • Map plans and spaces in Optix to Quickbooks
  • Collect payments in both platforms
  • Automate user creation across Optix and Quickbooks
  • Synchronize all invoices and credit memos across Optix and Quickbooks

Ready to get started?

Connecting Optix with Quickbooks makes it easier than ever to have a seamless invoicing and accounting experience.