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QuickBooks Integration with Handoff
QuickBooks Integration with Handoff
Handoff Support avatar
Written by Handoff Support
Updated this week

Use this link to open your Handoff settings, find "QuickBooks Sync" and get started in minutes! https://handoff.onelink.me/IRlW/settings

Connect Handoff to QuickBooks to automatically sync your estimates, invoices, and client information. This integration helps you:

  • Eliminate manual double entry and save time

  • Keep your accounting system automatically up to date

  • Provide your accounting team with accurate, real-time data

  • Maintain a streamlined workflow between systems

Getting Started

  1. Navigate to Settings in Handoff. Click "Quickbooks Sync"

  2. Read the brief walkthrough screens, then Click the green "Connect to QuickBooks" button

  3. You'll be redirected to log in to Quickbooks using your Intuit email and password.

  4. You'll be redirected back to Handoff once logged in. You'll receive a success pop-up saying "You are now synced with Quickbooks"

  5. Client sync begins automatically, while estimate/invoice sync will apply to documents sent from this point forward

Sync Behavior

  • Estimates: One-way sync from Handoff to QuickBooks when sent to clients

  • Invoices: One-way sync from Handoff to QuickBooks when sent to clients

  • Clients: Two-way sync between platforms - changes in either system update automatically

  • Draft Documents: Remain in Handoff until formally sent to clients to prevent QuickBooks clutter (such as from test estimates)

What Gets Synced

  • Estimates: Complete itemized breakdowns including quantities, unit costs, and totals

  • Invoices: Payment terms, due dates, and amounts

  • Client Details: Contact information and project details

  • Line Items: All groups and items from estimates transfer with full details

Managing Sync Conflicts and Best Practices

If you make changes in QuickBooks:

  1. Handoff will detect the conflict and pause the sync

  2. You'll see a "QuickBooks Conflict Detected" message

  3. Click on the conflict message to review

  4. Choose to resume sync to override QuickBooks changes with Handoff data

Best Practices:

  • Make all changes in Handoff to maintain one-way sync to QuickBooks

  • If a sync isn't showing up, refresh your QuickBooks page - syncs typically complete within 10 seconds

  • To check sync status, open an estimate or invoice, click the three-dot menu in the top right, and look for "QuickBooks sync status"

  • Review any conflict notifications promptly to maintain accurate records

Who It's Available For

This integration is available to Business Tier users only, as it requires:

  • Proposal sending feature (Business Tier)

  • Invoice sending feature (Business Tier)

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