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Integrations · How-to

QuickBooks Online Integration

Connect QuickBooks Online 3.0 so closed proposals become invoices, customers and payments in your books.

New · Updated Sep 21, 2026 · 5 min read
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1What the integration does

The QuickBooks Online integration carries closed work from ClientTether into your accounting. When a contact with a proposal is marked Closed or Completed, ClientTether creates the invoice in QuickBooks with the same name and number as the proposal, attaches it to the matching QuickBooks customer — creating the customer from the contact’s details if there isn’t one — creates any products the invoice needs that QuickBooks doesn’t have yet, and posts the payments recorded in ClientTether against the invoice as they’re recorded.

It’s a premium add-on with a cost attached; your account manager can confirm it. ClientTether’s success team aren’t QuickBooks accountants — what you do with the data once it’s in QuickBooks is up to you and your bookkeeper.

2Setting up QuickBooks Online 3.0

  • Activate the QuickBooks add-on in Settings → Add-Ons. A QuickBooks Online 3.0 tab appears.
  • Under Getting Started, click Login to QuickBook Online to Authenticate and sign in to the QuickBooks company you want to connect. The tab then shows the connected account.
  • Map QBO Product/Service Item Name: decide what a ClientTether proposal line becomes in QuickBooks — the Bid Type Name, the Quote Type Name or the Line Item Name.
  • Choose the Income and COGS chart-of-accounts entries the invoice lines should post to.
  • Optionally map up to three QuickBooks invoice custom fields (Map Custom Field 1–3) to ClientTether data.
  • Pick the Sync history window — 5 to 30 days — which is how far back ClientTether looks for proposals to send.

Older versions of the connection

Accounts set up before 3.0 may see Quickbook Integration or QuickBooks Bridge 2.0 instead, and QuickBooks Desktop users have their own tab that generates a .qwc web-connector file. They keep working; ask your account manager before switching versions.

3Troubleshooting

Invoices aren’t appearing in QuickBooks

Check the proposal’s contact is actually marked Closed or Completed, that the proposal falls inside the sync-history window, and that the tab still shows a connected QuickBooks account. If it doesn’t, authenticate again.

Products are being created that I didn’t expect

The product mapping is set to a name level that varies per proposal (for example Line Item Name). Map to Bid Type or Quote Type for a shorter, stable product list.