> ## Documentation Index
> Fetch the complete documentation index at: https://docs.monk.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

> Monk integration with QuickBooks Online

# 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.

## Supported entities

| Monk entity       | QuickBooks entity     |
| ----------------- | --------------------- |
| Customer          | Customer              |
| Customer contacts | Customer contact info |
| Invoice           | Invoice               |
| Invoice line      | Invoice line          |
| Payment           | Payment               |
| Credit memo       | Credit memo           |
| Deposit           | Deposit               |
| Product / item    | Item / service        |
| Payment terms     | Term                  |
| Chart of accounts | Account               |

## 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.

## 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.

## 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.

## 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.

## 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.