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PracticeApp + QuickBooks Online

Connect your practice’s QuickBooks Online company in one click. PracticeApp matches your clients to QuickBooks customers, sends approved invoices across and brings payments back. Nothing changes in either system until someone in your practice approves it.

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What it does

Clients, invoices and payments kept in step with QuickBooks Online.

  • Clients matched to QuickBooks customers by email first, then by name.
  • Approved PracticeApp invoices sent to QuickBooks, with your VAT codes mapped.
  • Invoices raised in QuickBooks brought in, linked by invoice number so nothing is duplicated.
  • Money received in QuickBooks proposed as a payment against the right invoice.
  • Link a single client, or raise a single invoice, straight from its record.
Approval · Xero4 waiting
Link client · Sample Company Ltd ↔ Sample Company Ltd
Send invoice · INV-1042 · £360.00 as a draft
New client · Jon Doe Ltd
Payment received · INV-1031 · £240.00
Nothing changes in either system until it is approved
How it works

Connected in a minute, in your control after that

The same four steps for QuickBooks, Xero, Zoho Books and FreeAgent.

1

Connect in one click

An administrator opens Integrations in PracticeApp, clicks Connect and signs in to QuickBooks. No developer account or keys are needed. Someone else holds the login? Email them a secure one-time link.

2

Sync proposes changes

A sync reads both systems and lists every proposed change — new links, new clients, contact changes, invoices and payments — in Approval. A preview shows the same list without saving anything.

3

You approve

Approve items one by one or together. Each approval makes exactly that one change; a client is always created before its invoice. Rejected items stay out.

4

Stay in step

Sync whenever you like. Only what is new or changed is proposed, and every decision is recorded in the audit trail.

Approval first

Every proposed change, in either direction, waits in Approval with a plain description of what will happen. Nothing is written until it is approved.

One click from the record

Link a client to its QuickBooks contact from the client record, or raise a single invoice from the invoice itself.

Your data, your practice

Each practice connects its own QuickBooks account. Access keys are stored encrypted and connections can be removed at any time.

More integrations

XeroContacts, invoices and payments matched with your Xero organisation. Zoho BooksCustomers, invoices and payments matched with Zoho Books. FreeAgentClients, invoices and payments kept in step with FreeAgent. GoCardlessDirect Debit payments, payouts and mandates, synced and reconciled. Google WorkspaceGmail, Drive and Contacts, organised around your clients. Companies HouseFiling dates and company details from the public register.

QuickBooks, Xero, Zoho Books, FreeAgent, GoCardless, Companies House and Google Workspace are names and trade marks of their respective owners. PracticeApp is an independent product and is not affiliated with, sponsored by or endorsed by them. Each integration needs an account with the provider.

Try it with your own QuickBooks account

Start a free trial, connect in Integrations and run a preview. Nothing changes until you approve.

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