Payments and accounting
QuickBooks Online
Your portal invoices go to your QuickBooks books, and a payment there marks them Paid here.
QuickBooks Online is coming soon. We're finishing Intuit's approval; until then it cannot be connected.
Free for 14 days. No credit card needed.
What it does
Connect QuickBooks Online to your client work.
- Invoices go to QuickBooks
Each Due or Paid invoice issued from your start date is sent once, with its lines, discount, tax and number, to the client's customer.
Your QuickBooks company - Paid comes back
A payment recorded in QuickBooks that pays an invoice in full marks the portal invoice Paid, with a line on its Activity.
Invoices and the client's Billing tab - One customer per client
Each client is matched to its QuickBooks customer by name, or the one you pick, or a new one is added.
This app's Connection tab - A log with Retry
Every invoice sent, updated, voided or marked Paid, and any that QuickBooks refused, with the reason and a Retry button.
This app's Connection tab and View logs
How it works
Connect once. It keeps itself current.
- 1Sign in with Intuit
Pick your QuickBooks company. Use an admin login of that company.
- 2Choose the settings
The product or service lines are booked to, the tax codes, and the date invoices start syncing from.
- 3Turn the sync on
New and changed invoices go out every hour, and right away with Sync now.
- 4Payments come back
When QuickBooks says an invoice is paid, it is marked Paid here too, once.
Before you start
What you need.
- A QuickBooks Online company and a login that is an admin of it.
- A product or service in QuickBooks to book the lines to (its income account comes with it).
- Beta: coming soon until Intuit approves BravaSpace's app (its production keys).
Permissions the sign-in asks for
- Accounting (com.intuit.quickbooks.accounting): Intuit offers no read-only option. BravaSpace adds your clients as customers and creates, updates and voids only the invoices it sends
Setting it up
Signing in.
- Use a login that is an admin of your QuickBooks Online company.
- Intuit asks which company to connect: pick the one your agency invoices from.
- Then pick the product or service lines are booked to, the tax codes and the start date on the Connection tab.
In the app, Connect QuickBooks Online opens a guided setup with Brava: it asks for each thing in turn, tests the connection and tells you it is working.
Data and privacy
What BravaSpace keeps, and what it can touch.
What is stored
Intuit's tokens, encrypted (AES-GCM) in a table no browser can read, the company name and id, the customer each client is matched to, and each sent invoice's QuickBooks id and number.
Access
Reads and writes, as Intuit offers no read-only access: BravaSpace adds customers for your clients and creates, updates and voids only the invoices it sent. It never records or changes payments, and reads nothing else in your books.
Disconnecting
Disconnect QuickBooks on its page: the tokens are revoked at Intuit and deleted, and the sync stops. The invoices already in QuickBooks stay there, and the links are kept so a reconnect never sends one twice.
Questions
QuickBooks Online questions.
Invoices go to QuickBooks; paid comes back; one customer per client; a log with Retry. Reads and writes, as Intuit offers no read-only access: BravaSpace adds customers for your clients and creates, updates and voids only the invoices it sent. It never records or changes payments, and reads nothing else in your books.
Sign in with Intuit from the QuickBooks Online app page in BravaSpace. Use a login that is an admin of your QuickBooks Online company. Intuit asks which company to connect: pick the one your agency invoices from. Then pick the product or service lines are booked to, the tax codes and the start date on the Connection tab.
Intuit's tokens, encrypted (AES-GCM) in a table no browser can read, the company name and id, the customer each client is matched to, and each sent invoice's QuickBooks id and number.
Disconnect QuickBooks on the QuickBooks Online app page in BravaSpace: the tokens are revoked at Intuit and deleted, and the sync stops. The invoices already in QuickBooks stay there, and the links are kept so a reconnect never sends one twice.
Brava reads the error and suggests the fix. The common ones: This is on BravaSpace's side, not yours: nothing to change in QuickBooks. It starts working by itself once Intuit has approved BravaSpace's app. QuickBooks no longer accepts the sign-in (it lasts 100 days without use, or was disconnected in QuickBooks). Reconnect QuickBooks. QuickBooks already has an invoice with that number. Change the number in the portal, or turn off "Warn if duplicate invoice number" in QuickBooks, then Retry.
Try it with one client.
Add some work. Share a file. Ask for feedback. See what your client sees, with your name on it. Free for 14 days. No credit card needed.