BillGrid

Features / QuickBooks Online

Bill the work here.
Keep the books connected.

Copy supported invoices and payments from BillGrid to QuickBooks Online. Choose when they sync, compare existing records and keep the accounting handoff beside your billing.

Coming to Pro and Team. Production access has not opened yet. Explore the workflow below.

BillGrid QuickBooks integration showing its company, saved sync mode and Sync invoices action
Product preview with sample data. Your connection, current work and history in one place. View full screen.
  1. 01 / CONNECT

    The right company.

    The owner signs in with Intuit, confirms the issuing business and chooses existing QuickBooks items and accounts. One US accounting company, using USD.

  2. 02 / CHOOSE

    Your timing.

    Manual is the default: return and select work when you want it copied. Save Automatic to copy eligible new invoices and enabled new payments from then on.

  3. 03 / FOLLOW

    A visible result.

    Check what synced and what needs attention. Older work stays available for your choice, even after you turn automation on.

One year. Both systems.

Start with what
already exists.

Choose an invoice year and find invoices. Select eligible work together; resolve uncertain records beside their rows. Link counterparts already in both systems without creating another invoice.

Need an invoice from QuickBooks? Review it and choose its BillGrid customer before importing. Every import is an explicit decision, with collection and reminders disabled for those historical records. Importing also makes AI assistants unavailable for the workspace to protect imported QuickBooks data.

Invoice-year results comparing the same paid invoice in BillGrid and QuickBooks before linking
Sample records shown. Link the matching invoices without changing either amount. View full screen.

From received to recorded

The payment follows
the invoice.

Keep the full receipt.

Copy the amount your client paid and its invoice allocation, including a later partial payment on an invoice already linked. Choose an eligible Undeposited Funds account with your bookkeeper.

Keep settlement separate.

Processor fees and bank payouts need separate bookkeeping. Recording a receipt does not charge a card or transfer money. Use one workflow to create each accounting payment record.

Payments entered only in QuickBooks do not automatically update BillGrid or stop its reminders. Record actual payments here too when they need to settle a BillGrid balance.

A clear first release

Know what connects.

Supported USD service invoices and payments move from BillGrid to the connected US QuickBooks company. Uncertain matches or changed records need review; the integration does not silently overwrite them.

Tax, discounts, late fees, recurring and retainer invoices, credits, refunds, processor fees and payouts are outside this release. Imports are manual historical records, not ongoing two-way sync. Check the supported scope before planning your bookkeeping workflow.

Good to know.

Read the QuickBooks connection guide
Will Automatic copy my older invoices?

No. Turning it on establishes a saved start point for eligible new work. Choose Sync invoices, select a year and review older records yourself. Manual work and Automatic use the same accounting delivery and history.

Which plans include QuickBooks?

QuickBooks is coming to Pro and Team. Production access has not opened yet. Compare current plans. Upgrading does not enable the upcoming connection today.

Does this replace QuickBooks or connect QuickBooks Desktop?

It connects billing in BillGrid with accounting in QuickBooks Online. It does not replace your books, support QuickBooks Desktop or automatically bring accounting edits back into BillGrid.

Full-size screenshot