QuickBooks Integration
Overview
NEXOS integrates directly with QuickBooks Online to sync invoices and receipts to your accounting records automatically. Once connected, documents approved in NEXOS push to QuickBooks without any manual data entry.
Connecting QuickBooks
- Navigate to Settings → Integrations
- Click Connect QuickBooks
- Sign in to your QuickBooks Online account and authorize NEXOS
- Select your expense account and bank account codes
- Enable auto-sync if desired
Sync Behavior
Auto-Sync
When enabled, approved invoices and receipts sync to QuickBooks automatically within seconds of approval.
Manual Sync
From any invoice or receipt detail page, click Sync to QuickBooks to push that document on demand.
Bulk Sync
From Settings → Integrations → QuickBooks, click Sync Now to push all pending documents at once. The pending count badge shows how many documents are queued.
Account Code Configuration
NEXOS allows you to configure which QuickBooks accounts receive synced documents:
- Expense Account Code — The QuickBooks account used for expense categorization
- Bank Account Code — The QuickBooks bank account used for payment matching
Configure both in Settings → Integrations → QuickBooks → Account Settings.
Sync History
View a complete log of all QuickBooks sync activity in Settings → Integrations → QuickBooks → Sync History. Each entry shows the document, sync timestamp, and status (success, failed, pending).
Disconnecting
To disconnect QuickBooks, navigate to Settings → Integrations → QuickBooks and click Disconnect. All tokens are immediately and permanently cleared from NEXOS servers.
Troubleshooting
"Connection expired" error — QuickBooks OAuth tokens expire after 100 days of inactivity. Click Reconnect in Settings → Integrations to re-authorize.
Documents not syncing — Verify auto-sync is enabled and your account codes are configured. Check Sync History for error details.
Duplicate entries in QuickBooks — Each document syncs exactly once. If you see duplicates, check whether the document was manually entered in QuickBooks prior to sync.