Invoice Sync
Invoices created in Angelwood automatically appear in QuickBooks as drafts or sent invoices.
QuickBooks / INTEGRATION GUIDE
QuickBooks + Angelwood Integration
Invoices sync automatically. Payments reconcile instantly. Your books stay accurate.
MIGRATION SOURCENot a live integration. Existing QuickBooks records can be brought into Angelwood when you move over; there is no ongoing sync.
QUICK ANSWER
QuickBooks is a migration source, not a live integration: existing records can come across when a firm moves to Angelwood, and there is no ongoing accounting sync.
WHO THIS IS FOR
Best for teams moving their QuickBooks records into Angelwood.
THE WORKFLOW
What you get with QuickBooks
Payment Recording
When clients pay through the portal, payments record in QuickBooks automatically.
Customer Mapping
Map Angelwood clients to QuickBooks customers. New clients sync automatically.
FROM SETUP TO SHARED CONTEXT
How it works
- 01
Connect QuickBooks Online
OAuth connection to your QuickBooks Online account.
- 02
Map existing customers
Link Angelwood clients to QuickBooks customers or create new ones.
- 03
Configure sync preferences
Choose when invoices sync: on creation, on send, or on payment.
- 04
Stay in sync
All billing activity flows to QuickBooks. No double entry.
IN PRACTICE
How firms use QuickBooks with Angelwood
Ways to apply this workflow to client work
Small Agencies
Keep QuickBooks updated without manual invoice entry after every milestone.
OutcomeSave 5+ hours per month on bookkeeping
Growing Agencies
Scale billing operations without hiring bookkeeping help.
OutcomeHandle 3x more clients without more admin
Agencies with Accountants
Give your accountant clean, reconciled records with no gaps.
OutcomeReduce month-end close time by 50%
GOOD QUESTIONS
QuickBooks Integration FAQs
Does this work with QuickBooks Desktop?
Currently we support QuickBooks Online only. Desktop integration is on our roadmap.
Can I customize invoice templates?
Invoices use your QuickBooks templates. Customize branding and terms in QuickBooks settings.
What about sales tax?
Tax settings sync from QuickBooks. Angelwood applies your configured tax rates.
How do credits and refunds work?
Refunds issued through Angelwood create credit memos in QuickBooks automatically.
Can I use classes or locations?
Yes. Map clients to QuickBooks classes and locations for detailed P&L reporting.
YOUR NEXT STEP
Ready to try Angelwood?
Start your 14-day free trial. No credit card required.