Connect QuickBooks Online or Xero and your invoices, payments and refunds go into your books for you — no double entry.
What syncs
- Invoices — created in your books when you send them, with their lines, tax and due date
- Payments and refunds — recorded against the invoice they pay. A payment you enter in your books comes back to the bill in SUBLAKE, so its balance stays right in both places
- Customers — added with their first invoice, and matched to the customer already in your books rather than duplicated
- Price book items (QuickBooks) — each service becomes a QuickBooks item
Connect
- Go to Integrations and choose QuickBooks Online or Xero.
- Sign in to your books and choose the company or organisation to connect.
- Approve the access. You come back to SUBLAKE connected, and the setup sheet shows what will sync.
Tax
Tax is sent the way your books expect it: QuickBooks' own sales tax for US companies, and tax codes for QuickBooks outside the US and for Xero. The total in your books matches the invoice your customer saw.
Invoice numbers
QuickBooks numbers invoices itself unless Custom transaction numbers is on (gear → Account and settings → Sales → Sales form content). When it is off, your books number the invoice and SUBLAKE's number is in the memo.
When something needs you
Every invoice and payment shows whether it is in your books. When your books refuse something — an account made inactive, a period that is locked, a record deleted there — the invoice says so in plain words and offers Retry once you've fixed it. Anything temporary (your books being slow or down) is retried for you.
Disconnect
Disconnecting stops the sync. Nothing already in your books is deleted, and nothing in SUBLAKE changes.