Before You Dive In
The QuickBooks and Ivorey™ integration allows your contacts, invoices, and payments to stay in sync so you can stop duplicating data, avoid accounting errors, and spend less time jumping between platforms.
What the QuickBooks Integration Can Do
What the QuickBooks Integration Can Do
Contact Sync (QuickBooks > Ivorey™)
All existing QuickBooks contacts will be pulled into Ivorey™, and any new ones created in QuickBooks after the integration will continue to sync automatically. Sync can take a few minutes to reflect in the CRM
Sales Receipts (Ivorey™ > QuickBooks)
When payments are made through Ivorey™ (order forms, subscriptions, calendar bookings, etc.), a sales receipt is created in QuickBooks. If the contact already exists in QuickBooks (based on email), the receipt is matched to them. Otherwise, a new customer record is created automatically
Invoices (Ivorey™ > QuickBooks)
Whenever you mark an invoice as “sent” in Ivorey™, a matching invoice is created in QuickBooks. This includes all line items, discounts, taxes, and key fields like issue date, due date, status, and amount paid. Any updates you make later - like marking the invoice as paid, voiding it, or editing amounts - will also sync. This only applies to new invoices created after integration. Past invoices from Ivorey™ won’t sync
Optional: Import Old QuickBooks Invoices into Ivorey™
During the initial setup, you can choose to import your existing QuickBooks invoices into Ivorey™. You can also choose to pick a start and end date when importing invoices from QuickBooks if you do not wish to import all of them. These imported invoices won’t sync back to QuickBooks - they’re one-way only and safe from triggering any loops or duplicates
This guide is perfect if you want to:
Connect your Quickbooks to Ivorey™
Import old Quickbook Invoices into Ivorey™
How to Integrate QuickBooks and Ivorey™
From the main Ivorey™ menu, go to Settings > [Integrations] > and click [QB Connect]
Toggle Import Invoices if you want to bring in existing QuickBooks invoices
Login with your QuickBooks credentials and accept all permission prompts
Click [Connect] to finalise the integration
Allow up to 10 minutes for the connections to establish
Frequently Asked Questions
Can I bulk delete or update invoices transferred from the QuickBooks integration?
Can I bulk delete or update invoices transferred from the QuickBooks integration?
Currently, there is no built-in functionality to bulk delete invoices imported from QuickBooks within Ivorey. These invoices must be manually removed or updated one at a time, as bulk actions are not supported for invoices in Ivorey at this time.
Please note that any modifications made to imported invoices within Ivorey, such as marking them as paid or deleting them, will not sync back to QuickBooks. The integration supports a one-way sync.
Can I assign accounting categories or expense accounts to products in Ivorey™ for QuickBooks?
Can I assign accounting categories or expense accounts to products in Ivorey™ for QuickBooks?
No, Ivorey™ does not support assigning accounting categories or expense accounts to product items for QuickBooks. When using the QuickBooks integration, Ivorey™ syncs contacts, invoices, and sales receipts. However, product-level details such as sub-categories or expense tracking (e.g. furniture hire, floral expenses, or labour costs) are not passed through to QuickBooks.
Why are invoices paid in Ivorey™ not syncing correctly to QuickBooks?
Why are invoices paid in Ivorey™ not syncing correctly to QuickBooks?
This issue is most commonly caused by duplicate invoice numbers between Ivorey™ and QuickBooks.
If invoices are being created in both Ivorey™ and QuickBooks, and the invoice numbering reset when the integration was first connected, QuickBooks may already contain an invoice with the same number as an Ivorey™ invoice.
When Ivorey™ attempts to sync an invoice or payment and QuickBooks detects that the invoice number already exists, the sync can fail or be skipped automatically to avoid overwriting data.
Need Help?
Hit the support chat widget inside Ivorey™ - we can:
Walk you through any of the steps
Troubleshoot anything that’s not working
We’re here and ready to help via the chat widget in the bottom right of your Ivorey™ account. Or if you are looking for done-for-you support, you can browse our current services here 🤍