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QuickBooks

Monk connects to QuickBooks Online over Intuit’s public REST API. The integration covers customers, invoices, payments, credit memos, and the master data that supports them.

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Supported entities

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Authentication

  • Authorize Monk through Intuit’s OAuth 2.0 flow from Integrations → QuickBooks.
  • Tokens are encrypted and refreshed automatically while the connection is active.
  • You can disconnect at any time from the Monk integrations page or revoke the app in QuickBooks Account Settings.

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Multi-entity, currency, and parent-child

  • Company: One Monk organization connects to one QuickBooks company. To sync multiple QuickBooks companies, connect each one to a separate Monk org.
  • Currency: QuickBooks Online multi-currency is supported. Transaction amounts retain their original currency and exchange rate.
  • Customers: QuickBooks sub-customers are preserved as parent/child customer relationships in Monk.
  • Classes and locations: Class and location values on transaction lines are preserved for reporting.

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Configuration options

  • Historical cutover date: choose how far back Monk imports invoices and payments.
  • Payment sync: enable or disable synchronization of QuickBooks payment records.
  • Deposit account: choose the QuickBooks bank account used for payment transactions.
  • Auto-import: enable or disable automatic import of new QuickBooks invoices and customers.

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Sync and reliability

  • Incremental sync using QuickBooks Change Data Capture (CDC) and MetaData.LastUpdatedTime timestamps.
  • Invoice-driven import: a QuickBooks customer is materialized in Monk when it has an imported invoice.
  • Credit-memo applications reconcile back to the related invoice.
  • Idempotency on payment writes to avoid duplicates.

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Frequently asked questions

Can one Monk org sync multiple QuickBooks companies? No. Map each QuickBooks company to its own Monk org. Does Monk support QuickBooks Desktop? This integration is for QuickBooks Online. QuickBooks Desktop is not supported. What happens if a payment is edited in QuickBooks? Payment changes are reconciled against the invoice, and the invoice balance and allocations in Monk are updated accordingly.