Skip to main content
Who this is for: Brand users with Administrator access. Go to Settings → Integrations → QuickBooks.
The QuickBooks integration syncs invoices and customers between Keystone and QuickBooks Online. It also supports pushing return credit memos when configured in your returns policy.

How connection works

Keystone uses a single platform QuickBooks app. You do not need to register your own app in the Intuit Developer Portal.
  1. Go to Settings → Integrations → QuickBooks
  2. Choose Production or Sandbox
  3. Click Connect QuickBooks
  4. Sign in to Intuit and approve access to your QuickBooks company
Use a QuickBooks Online admin account for the company you want to connect. The Intuit login must have permission to authorize third-party apps for that company.

Setup overview

1

Open QuickBooks settings

Go to Settings → Integrations → QuickBooks and choose Production or Sandbox.
2

Connect QuickBooks

Click Connect QuickBooks and complete the Intuit authorization screen.
3

Configure sync options

Map payment terms, custom fields, deposit accounts, shipping items, and tax codes on the QuickBooks settings page.

What syncs

Exact sync behavior depends on your integration configuration on the QuickBooks settings page.

Configuration options

After connecting, configure:
  • Payment terms mapping — match Keystone terms to QuickBooks terms
  • Custom field mapping — map invoice fields to QuickBooks custom fields
  • Deposit account — where payments are recorded
  • Shipping item — QuickBooks item used for shipping charges
  • Tax codes — sales tax handling for invoice push
  • Item cost sync — optional product cost import from QuickBooks

Production vs. sandbox

Manage production and sandbox connections independently on separate tabs in Keystone. Use sandbox for testing before enabling production invoice push.

Troubleshooting