Article Content:
Overview
Rebolt's QuickBooks Online integration syncs your accounting data automatically — clients, invoices, payments, and deposits flow from Rebolt into QuickBooks so your books stay current without manual data entry.
The sync is one-way: Rebolt → QuickBooks Online. Data created or updated in Rebolt pushes to QuickBooks; changes made directly in QuickBooks do not sync back to Rebolt.
Where to Find It
Go to Settings → System → Connections → QuickBooks.
Click Connect QuickBooks to begin the setup flow.
Setup Steps
The setup wizard walks through 8 configuration steps. You only do this once:
Connection — Authorize Rebolt and confirm your QuickBooks company. You'll log into your QuickBooks account and grant Rebolt permission to sync.
Accounting — Pick your default income account and tax policy for synced transactions.
Clients — Match existing Rebolt clients to QuickBooks customers and set rules for how new clients are created in QuickBooks.
Items — Choose a fallback service item to use for invoice lines that don't match an existing QuickBooks item.
Invoices — Set the sync scope (which invoices sync) and how line items reconcile to totals in QuickBooks.
Payments — Map Rebolt payment methods (card, ACH, cash, check) to QuickBooks payment methods and decide when payments post.
Deposits — Point payouts and processor fees to the right QuickBooks accounts.
Adjustments — Decide how refunds, ACH returns, and chargebacks post in QuickBooks.
Tip: Have your QuickBooks chart of accounts open in another tab during setup — you'll be selecting account names for income, deposits, and adjustments.
What Syncs
Data | Syncs? | Direction |
Clients | ✅ Yes | Rebolt → QuickBooks |
Invoices | ✅ Yes | Rebolt → QuickBooks |
Payments | ✅ Yes | Rebolt → QuickBooks |
Deposits & payouts | ✅ Yes | Rebolt → QuickBooks |
Refunds, ACH returns, chargebacks | ✅ Yes | Rebolt → QuickBooks |
QuickBooks → Rebolt (any data) | ❌ No | One-way only |
FAQ
Where do I connect QuickBooks?
Go to Settings → System → Connections → QuickBooks and click Connect QuickBooks.Does data sync both ways?
No — the sync is one-way: Rebolt pushes data to QuickBooks Online. Changes made directly in QuickBooks do not sync back to Rebolt.What happens to existing QuickBooks customers when I connect?
During setup, you'll match existing Rebolt clients to existing QuickBooks customers to avoid duplicates. You can also set rules for how new clients are created going forward.Do I need Rebolt Pay for the QuickBooks integration?
You need Rebolt Pay enabled to sync payments and deposits. Invoice and client syncing works independently of Rebolt Pay.When does data sync — in real time or on a schedule?
Data syncs automatically as transactions occur in Rebolt (invoices sent, payments received, etc.).Is this integration available for QuickBooks Desktop?
No — the integration is with QuickBooks Online only.Can I disconnect QuickBooks later?
Yes — return to Settings → System → Connections to manage or disconnect the integration.