# QuickBooks

> Recurring service billing and chargeable time pushed to QuickBooks Online as drafts, with client accounts kept in step.

**URL:** https://cubemsp.co.uk/integrations/quickbooks

Another ledger we would rather feed than replace.

QuickBooks Online is the third of the three accounting systems we are asked about, and the approach is identical to the other two: CubeMSP works out what should be billed, from services held per client and time booked against work, and hands it over as draft invoices with the coding applied. What happens after that is a finance process that already works and does not need our involvement.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeMSP (https://cubemsp.co.uk/platform)

## What syncs

- **Recurring service invoices** (Out of CubeMSP): Draft invoices per client from the services held against them, with quantity, price, period and account coding applied.
- **Chargeable time and project work** (Out of CubeMSP): Billable time entries and delivered milestones as invoice lines, each carrying its incident or task reference.
- **Customers** (Two-way): Client records kept aligned in both directions, with one system nominated as master per field.
- **Payment status** (Into CubeMSP): Paid and overdue reflected back onto the client view, so credit position is visible where the relationship is managed.

## How it behaves

- **Drafts for approval:** Invoices land as drafts. The calculation is automated; the decision to send is not.
- **Recurring cycles handled together:** Monthly, quarterly and annual services billed on their own cadence in one run, with pro-rating from effective dates.
- **Unbilled work found first:** Billable time not yet on an invoice listed before the run, while it can still be added.
- **Coding applied automatically:** Service categories mapped to income accounts and classes once, during implementation.

## Setup

1. Connect your QuickBooks Online company through OAuth consent.
2. Map service categories to income accounts and classes.
3. Run one period in parallel and reconcile before switching over.

## Frequently asked questions

**Is this available today?**

It is planned rather than built. The billing run exports as a spreadsheet in the meantime, which is what most early customers use.

**Does it support QuickBooks Desktop?**

No. QuickBooks Online only. Desktop would be a file-based export and we would scope it separately if there were demand.

**Will it create duplicate customers?**

No. Customers are matched on a stored identifier rather than on name, and unmatched records are listed for you to resolve rather than being created speculatively.

**Can it handle VAT correctly?**

Tax codes are mapped per service category during setup and applied to the draft. As with everything on the finance side, the first period is run in parallel and checked before it is trusted.

## Related integrations

- **Xero** - Recurring service billing and chargeable time pushed to Xero as draft invoices, with the ledger staying exactly where your accountant wants it. https://cubemsp.co.uk/integrations/xero
- **Sage** - Billing data from recurring services and chargeable time exported into Sage, for firms whose finance function is not moving and should not have to. https://cubemsp.co.uk/integrations/sage
- **REST API & Webhooks** - A documented REST API and webhooks on every meaningful event - included in the platform, not licensed per connection. https://cubemsp.co.uk/integrations/rest-api

## Contact

- **Product:** CubeMSP
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubemsp.co.uk
- **Sales:** sales@cubemsp.co.uk
- **Support:** support@cubemsp.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)