Accounting integration
Joby + QuickBooks Online
Connect Joby to QuickBooks Online so your invoices, payments, customers, and items stay in sync — no double entry, no end-of-month cleanup, no missing transactions.
What it is
The QuickBooks Online integration links your Joby workspace to your QuickBooks account through Intuit's official OAuth flow. Once connected, the records you create in Joby flow to QuickBooks automatically, and payments collected in Joby post to the QuickBooks deposit account you choose.
It's a two-way handshake: Joby reads your chart of accounts from QuickBooks so you can map where payments land, and Joby writes invoices, payments, customers, and price-book items back to QuickBooks as they happen.
What syncs
Joby record | Where it shows up in QuickBooks |
Invoice | A matching invoice in QuickBooks Sales. |
Payment | A received payment posted to the deposit account you picked during setup. |
Client | A QuickBooks Customer (matched by email when possible to avoid duplicates). |
Price Book item | A Product or Service in QuickBooks Items. |
Note
The sync direction depends on what you toggle on during setup (step 6 of the walkthrough). You decide which records flow from Joby to QuickBooks — invoices only, payments only, everything, or any combination.
Set it up
The full flow takes about two minutes — get to the integrations page, kick off the Intuit OAuth flow, sign in to QuickBooks, and pick your deposit account.
Part 1 — In Joby
1. Open Settings → Integrations
All external connections live under Settings → Integrations — including email providers, Stripe, Zapier, and QuickBooks.
2. Click Connect on the QuickBooks row
This kicks off Intuit's official OAuth flow in a new tab. Joby never asks for your QuickBooks password — Intuit handles authentication directly.
Part 2 — In QuickBooks (Intuit)
3. Sign in with your QuickBooks email or user ID
Use the email tied to the QuickBooks Online company you want to connect. If you administer multiple QuickBooks companies, double-check you're signing in to the right one before continuing — switching later means disconnecting and re-connecting.
4. Continue through Intuit's sign-in
Intuit will prompt for your password (and 2FA code if you have it enabled), then ask you to confirm that Joby should have access. Click Connect on Intuit's authorization screen to finish.
Part 3 — Back in Joby
5. Pick your deposit account and choose what to sync
Joby pulls your full QuickBooks chart of accounts into a dropdown. Pick the account where you want payments collected in Joby to land — typically your main checking account, the Stripe deposit account if you're using Stripe, or a dedicated "Joby payments" clearing account.
On the same page you'll see toggles for what to send to QuickBooks: invoices, payments, customers, and items. Turn on the ones you want flowing, leave the others off. You can change these anytime.
Why it matters
No double entry. Every invoice, payment, customer, and item you create in Joby shows up in QuickBooks automatically.
Books stay clean. Payments post to the deposit account you choose, so reconciling against your bank statement is straightforward.
You control the direction. Toggle individual record types on or off — sync only invoices, only payments, or everything.
Secure by default. Connected via Intuit's official OAuth flow. Joby never sees your QuickBooks password, and the connection can be revoked from either side at any time.
Things to know
Situation | What happens |
A Joby client already exists in QuickBooks as a Customer | Joby tries to match on email to avoid creating a duplicate. |
You change your deposit account later | Only payments received after the change post to the new account. Past payments stay where they were. |
You turn off invoice sync | Future invoices stop syncing immediately. Invoices already in QuickBooks aren't deleted. |
You disconnect QuickBooks | Existing records in both systems stay where they are. New activity in Joby stops flowing until you re-connect. |
Tip
If you collect payments through both Joby Pay and outside channels, create a dedicated "Joby Payments" deposit account in QuickBooks before connecting. It makes month-end reconciliation much faster because all Joby-originated money lands in one row.
Need help?
Email [email protected] or message us from the in-app chat. We can help with the initial connection, choosing the right deposit account, deciding which records to sync, or troubleshooting OAuth errors.