Tabs <> QuickBooks Online Integration

Use the Tabs and QuickBooks Online integration to sync customers, invoices, payments, credit memos, and tax information between both systems.

Overview

Tabs maintains a bidirectional sync with QuickBooks Online. To keep ERP data consistent, Tabs pulls updates from QBO daily at 12:00 AM ET and automatically pushes new information from Tabs to QuickBooks as it's created.

• Data Pulled from QBO:

  • Close Periods

  • Items

  • GL Accounts

  • Customers

  • Invoices

  • Payments

• Data Pushed to QBO:

  • Customers

  • Invoices

  • Credit Memos

  • Payments

  • Journal Entries

Customers

CRM to Tabs to QBO: Customers from your CRM (HubSpot, Salesforce) sync to Tabs, then to QBO. Customer names must match across systems.

QBO to Tabs: Existing QBO customers are automatically imported into Tabs.

Tabs to QBO: You can create new customers in Tabs and push them to QuickBooks. If a customer exists in Tabs but not QBO, you can manually push them from the dashboard.

Requirements:

• Customer name is required for import from external systems.

• Primary address and email must be populated before sending an invoice via Tabs.

• If you require multi-currency, it must be enabled in your QuickBooks Online account.

  • Parent and sub-customers must have matching currencies—QuickBooks will reject invoices in currencies that don't match the customer's set currency.

Invoices & Credit Memos

When an invoice is sent in Tabs, it automatically syncs to QuickBooks Online and is marked as sent.

• The customer receives one email from Tabs; QuickBooks will not send a duplicate.

• Note: If an invoice fails to sync (typically due to a QuickBooks configuration issue), a notification will appear in Tabs. The invoice will not be sent to the customer until the error is resolved.

• Note: If an invoice failed to sync or the customer wasn't yet linked to QuickBooks, you can manually re-sync from the dashboard.

Applying a credit memo in Tabs will automatically sync to QuickBooks.

Payments

Tabs maintains a bidirectional sync for payments:

• When a partial or full payment is applied in Tabs, it syncs to QBO.

• Payments applied via Stripe or Plaid sync to QBO and back to Tabs.

• Payments manually applied in QuickBooks also sync back to Tabs.

• Removing a payment in Tabs syncs the removal back to QuickBooks.

Items and Products

Tabs products map to existing items in QuickBooks. To add a new product, create and configure the item in QuickBooks first.

• Tabs does not support creating new items directly, as this could affect data consistency between the two systems.

GL Accounts

Tabs pulls GL accounts from QuickBooks but does not modify or add them. When sending an invoice, the GL impact is determined by the accounts mapped to the QBO item.

For cash reconciliations and month-end close, you can configure which GL accounts Tabs pushes to within the Tabs account mapping settings.

Currency

If multi-currency is enabled in QuickBooks Online, Tabs will use the customer's currency on invoices with the exchange rate provided by QuickBooks.

Tax Codes

Tabs supports QuickBooks tax, Avalara, and Anrok tax providers. When pushing an invoice or credit memo to QuickBooks, Tabs uses the tax provider's codes and maps them to the respective invoice items.

For US QuickBooks accounts:

• Taxable customers: TAX is applied

• Tax-exempt or reverse-charged customers: NON is applied

Invoice Field Mapping