Support – Integrate with Quickbooks

Integrate with Quickbooks Online to transfer StableSecretary invoice items & payments to QB

You can connect StableSecretary to QB Online. This lets you do all of your record keeping in StableSecretary but keep your Invoices and Payments in QB. You can export Invoice items to QB and then invoice and record payments in QB. Or, you can invoice from StableSecretary and record payments in StableSecretary and export the payment to QB where it is recorded as “Stable Secretary Income” and shows up on a Profit and Loss report in QB.

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Connect your StableSecretary account to your Quickbooks Online account.

1. For the easiest and fastest integration, log in to Quickbooks online in a separate tab of your web browser.
2. Go to Settings -> Your Invoices -> Quickbooks Integration.
3. Click the green button to Enable & Connect.
4. Click the blue button to Connect to Quickbooks and follow the prompts from Quickbooks. You may need to enter your Quickbooks online username and password if you didn’t already login.
5. You are now Connected!

Export Invoices from StableSecretary to Quickbooks Online

1. Go to Financials.
2. Create a single invoice or multiple invoices.
3. Use the qb icon in the right hand Actions column to export a single invoice. Use the large qb icon at the top to export multiple invoices.
4. Map your StableSecretary Record types to your Quickbooks Products/Services. Be sure to set up your QB Products and Services before starting to export!
5. Map your StableSecretary Accounts to your Quickbooks Customers. Be sure to set up your QB Customers before starting to export!
6. Click Export Invoices to Quickbooks. Then, you can review your Invoices in Quickbooks and email/print them there.
7. Be sure to use ONE system – StableSecretary OR Quickbooks – for sending invoices AND collecting payments so as not to get confused or create duplicates!
   • Using QB for the payments and have lots of unpaid invoices/balances in Stable Secretary? Learn how to forgive/cancel those balances here.

Send Payments from StableSecretary to Quickbooks Online  

1. Go to Financial Dashboard – Payments, Reports – Payments or Transactions, or to Contact Profile page – Payments tab.
2. Match your StableSecretary contact with your QB account.
3. Use the Send to Quickbooks icon to send each payment to QB.
4. Once you choose your customer and click confirm, the payment will be recorded in QB as a Sales Receipt.
5. The Quickbooks sales receipt has the Stable Secretary invoice reference in the description, and it’s also recorded in the memo.
6. View a history of sent payments at Settings -> Your Invoices -> Quickbooks Integration.
7. For sent payments, click the green qb icon to view the sales receipt in Quickbooks.

Using QB for the payments and have lots of unpaid invoices/balances in Stable Secretary? Learn how to forgive/cancel those balances here.

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We are here to help. Please contact us with questions or suggestions.

Email support@stablesecretary.com.
Call or text (617) 564-1241.
Visit Support Page.

Worried about getting all your information put in? Got a little behind on the day-to-day recording? Ask about our data entry services!