Integrations

Integrations let include GO talk to other software you already use. Right now that means QuickBooks Online — connect it once and your invoices, payments, chart of accounts, and vendor bills sync both ways so your books stay current without double entry.

Each company (business unit) has its own QuickBooks connection. That's important if you run multiple companies out of include GO — each one maps to its own QuickBooks file.

Where to Find Integrations

From anywhere in include GO, click the Settings icon in the left sidebar. In the Settings sidebar that opens, under the Integrations & Data section, click Integrations.

Navigation path: Dashboard → Settings → Integrations & Data → Integrations

The Integrations Page

What you see on this screen

Each company you have access to shows up as a card. Inside each card is a row for every integration available (today: QuickBooks Online). The row shows the current connection status and a button to Connect, Disconnect, or Refresh.

At the top of the page there's an About Integrations help card explaining the basics. Each company can have its own QuickBooks connection; tokens refresh automatically, but you can manually refresh if needed.

Connecting QuickBooks Online

1. Click Connect QuickBooks on the company card you want to link.

2. A new window opens at Intuit's OAuth page. Sign in to your QuickBooks Online account.

3. Pick the QuickBooks company file you want to link to this business unit. You can only link one QuickBooks company to one include GO business unit at a time — if you have multiple QuickBooks files, you'll pick the right one here.

4. Approve the permissions Intuit asks for (read/write access to accounts, customers, invoices, payments, vendors, bills).

5. After approval, the window closes and the include GO card shows a green Connected badge.

Connection statuses

What Gets Synced

Once connected, include GO and QuickBooks exchange data two ways:

• Chart of Accounts — Account lists stay aligned; new accounts added in either system appear in the other.

• Customers (Accounts) — Client account records sync, so invoicing a client in include GO creates or reuses the matching QuickBooks customer.

• Vendors — Similarly, vendor records stay in sync.

• AR Invoices — Invoices created in include GO post to QuickBooks as invoices.

• Payments — Client payments on invoices sync back to QuickBooks.

• Bills & POs — Vendor bills / purchase orders from include GO land in QuickBooks A/P.

Account mapping (which include GO account corresponds to which QuickBooks account) is handled on a separate Account Mapping page; the Integrations page is just the connection itself.

Disconnecting

Click Disconnect on the company card. A confirmation dialog appears because the action revokes the tokens, stops the sync, and can't be undone without a fresh OAuth. Existing transactions stay in both systems — Disconnect doesn't delete any data.

Reasons to Disconnect:

• Switching the business unit to a different QuickBooks file.

• Decommissioning QuickBooks in favor of another accounting system.

• Troubleshooting a sync issue (sometimes a full disconnect / reconnect is the fastest fix).

Who Can Edit This Page?

Anyone with the Settings View permission and Integrations UI access can see the Integrations page. Only users with permission to connect external services can click Connect, Disconnect, or Refresh. By default this means Super Admin and Accountant.

Tips & Best Practices

• Connect early in setup. Integration is easier with an empty or lightly populated QuickBooks file — the two systems sync cleanly without conflicts.

• Set up Account Mapping right after connecting. The default mapping usually needs tuning; see the Account Mapping page.

• Don't share the QuickBooks login. The person who connects becomes the recorded connecting user. Use an admin-level QuickBooks account for the OAuth so permissions aren't limited.

• Watch for Session Expired quarterly. Intuit expires refresh tokens every ~180 days. If sync goes quiet, check this page first.

• One QuickBooks file per business unit. Don't try to point two business units at the same QuickBooks file — transactions will collide and reconciliation becomes painful.

• Disconnect before switching files. If you need to move to a different QuickBooks company, Disconnect first so the new file starts clean.

Common Questions

Do I need a QuickBooks Online subscription? Yes — QuickBooks Desktop is not supported. Only QuickBooks Online Plus and Advanced have the API endpoints this integration uses.

Can I connect QuickBooks to multiple include GO business units? Yes, as long as each business unit points at its own QuickBooks company file. One business unit = one QuickBooks file.

What if I accidentally disconnect? Just click Connect QuickBooks again and re-authorize. No data is lost; the sync picks up where it left off.

Will existing QuickBooks data show up in include GO? The initial sync imports customers, vendors, and the chart of accounts. Historical invoices and bills are not imported — the integration works going forward from the moment you connect.

Why does sync sometimes fail on specific transactions? QuickBooks has strict validation (e.g., sub-accounts, currency mismatches, closed periods). Check the transaction detail in include GO — sync failures are logged with Intuit's error message so you can fix the underlying issue.

Are Xero, Sage, or NetSuite supported? Not yet — QuickBooks Online is the only integration available at the moment. Other accounting systems are on the roadmap.

Related Topics

• Chart of Accounts — What gets synced to / from QuickBooks

• AR Invoices — Where invoices originate before syncing

• Vendor Accounts — Vendor records that sync to QuickBooks

• Client Accounts — Customer records that sync to QuickBooks

• Roles & Permissions — Control who can edit Integrations