Native 2-Way Sync Integration with QuickBooks: Unified AR from Invoice to Reconciliation

Monk's native QuickBooks integration keeps your invoices, payments, customers, and credit memos in perfect sync—both directions, in real-time. Generate invoices from contracts or CRM deals, automate collections with Julia, and reconcile payments without manual data entry. Your QuickBooks stays accurate, and your AR workflow stays unified.

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True Two-Way Invoice Sync

Invoices flow seamlessly between Monk and QuickBooks. Create invoices in Monk from Salesforce deals, HubSpot contacts, or uploaded contracts—they sync to QuickBooks automatically. Import existing QuickBooks invoices into Monk to start intelligent collections. Changes in either system stay aligned with automatic drift detection.

Automatic Payment Reconciliation

When payments come in via Stripe, ACH, or manual entry, Monk creates the corresponding payment record in QuickBooks and updates invoice status automatically. Configure clearing accounts by customer source (Stripe, HubSpot, Salesforce, native) so payments land in the right place every time.

Customer & Contact Sync

Customers sync bi-directionally with full metadata. Link existing QuickBooks customers to Monk records or create new ones on the fly during sync.

Credit Memos & Adjustments

Issue credit memos in Monk and they flow to QuickBooks automatically, properly linked to the original invoice. Handle partial payments, refunds, and adjustments without manual journal entries.

What Makes Monk Different

Intelligent Collections Built-In: Unlike tools that just sync data, Monk includes intelligent collections that acts as an extension of your team to follows up on overdue invoices via email and Slack. Your QuickBooks data powers personalized, timely outreach without extra tools.

Approval Review Before You Push: Review invoices before they hit QuickBooks. Approve line items, map products to QuickBooks Items, verify customer matching, and catch issues before they create accounting problems. No blind syncs.

Real-Time Drift Detection: Monk continuously monitors for discrepancies between your local and QuickBooks data—status changes, amount mismatches, voided invoices. Get alerted to drift before it becomes a reconciliation nightmare.

Flexible Product Mapping: Map your products to specific QuickBooks Items, set defaults for unmapped items, and handle discounts as proper line items. Your chart of accounts stays clean.

Common Use Cases We Support

SaaS companies syncing subscription invoices from CRM deals to QuickBooks
Sales-led billing with Salesforce or HubSpot opportunities flowing to QuickBooks invoices
Multi-source payments reconciling Stripe, ACH, and wire payments to the right clearing accounts
Growing startups that need collections automation without leaving QuickBooks

Answers to Questions You May Have

Does Monk support QuickBooks Online and Desktop?
Monk integrates with QuickBooks Online. Desktop is not currently supported.

Can I import existing QuickBooks invoices into Monk?
Yes. Monk can pull invoices from QuickBooks so you can start collections on your existing AR.

How do payments sync?
When you mark an invoice as paid in Monk (or payment is received via Stripe), Monk creates a payment record in QuickBooks linked to the invoice. You can configure which clearing account receives the payment based on customer source.

What about credit memos and refunds?
Monk creates credit memos in QuickBooks when you issue them, properly linked to the original invoice.

How do I connect QuickBooks to Monk?
Authenticate via OAuth from the Monk integrations page. Setup takes < 5 minutes.