QuickBooks Online setup

Connecting InvoiceFlow to QuickBooks Online lets you export extracted invoice data directly as bills — no copy-pasting required.

Prerequisites

• An active QuickBooks Online account (Simple Start, Essentials, Plus, or Advanced)
• Admin access to your InvoiceFlow account

Steps

1. Go to Settings → Integrations in InvoiceFlow.
2. Click Connect QuickBooks.
3. You'll be redirected to Intuit's sign-in page — log in with your QuickBooks credentials.
4. Review the permissions and click Authorize.
5. You'll be returned to InvoiceFlow. The integration status should show Connected.

What InvoiceFlow can do in QuickBooks

• Create bills from extracted invoice data
• Match to existing vendors by name
• Populate bill date, due date, line items, amounts, and tax

What InvoiceFlow cannot do

• Delete or modify existing bills
• Access payroll, bank accounts, or customer data
• Update vendor details (address, phone, email) — these must be edited manually in QuickBooks

:::tip InvoiceFlow now automatically creates vendors! If a vendor doesn't exist in QuickBooks, InvoiceFlow creates it during export using the vendor name and EIN from your invoice. You no longer need to manually add vendors first. :::

Disconnecting

To disconnect, go to Settings → Integrations and click Disconnect QuickBooks. This removes InvoiceFlow's access token. Your existing bills in QuickBooks are not affected.