QuickBooks

Overview

The QuickBooks integration connects RevKeen with QuickBooks Online, automatically syncing invoices, payments, and customer data between your billing platform and your accounting system. Whether you use QuickBooks for bookkeeping, tax preparation, or financial reporting, this integration eliminates the need to manually re-enter billing transactions.

Features

The integration provides a comprehensive sync between RevKeen and QuickBooks Online:

• Invoice Sync -- Invoices created in RevKeen push to QuickBooks as sales receipts or invoices. Line items, quantities, rates, and tax information transfer automatically so your QuickBooks records match your billing system exactly.

• Payment Recording -- Payments collected through RevKeen record against the correct QuickBooks invoices. This includes full payments, partial payments, and refunds, keeping your accounts receivable ledger accurate without manual reconciliation.

• Customer Sync -- RevKeen customers map to QuickBooks customer records. The integration matches by email address to prevent duplicates and creates new QuickBooks customers when a match is not found.

• Expense Tracking -- Processing fees and platform costs captured by RevKeen can optionally sync to QuickBooks as expenses, giving you a complete picture of the cost of collecting payments.

• Sales Tax Mapping -- Map RevKeen tax rates to QuickBooks tax codes for consistent tax reporting across both platforms. The integration respects your QuickBooks tax settings and jurisdiction configurations.

How It Works

1. Connect your QuickBooks Online account from Settings > Integrations in RevKeen
2. Sign in to QuickBooks and authorize RevKeen via OAuth
3. Map RevKeen products to QuickBooks items or services
4. Configure account and tax code mappings
5. Choose a sync start date
6. Enable the integration

Why Use RevKeen with QuickBooks

QuickBooks handles general accounting and tax reporting. RevKeen handles billing intelligence and payment optimization. The integration lets each system do what it does best:

• Eliminate data entry -- No more manually copying invoice data from RevKeen to QuickBooks
• Accurate books -- Payments reconcile in real time instead of during monthly close
• Complete cost picture -- Processing fees flow into QuickBooks automatically for true profit and loss reporting
• Tax season ready -- Your QuickBooks data stays current with every transaction, reducing year-end scramble