Syncing Bloom with QuickBooks
Bloom integrates seamlessly with QuickBooks, enabling you to sync invoices and payments for streamlined expense tracking and accounting.
How to Set Up QuickBooks Integration
Navigate to Settings > Payments in your Bloom account.
Click "Connect with QuickBooks" and log in to your QuickBooks account.
Add your QuickBooks tax codes.
Enable automatic syncing for invoices.
Enable automatic syncing for payments.
Once connected, your Bloom invoices and payments will automatically sync with QuickBooks:
When you create an invoice in Bloom, a corresponding invoice is generated in QuickBooks.
When a Bloom invoice is paid, the payment is recorded in QuickBooks.
Important Notes
You cannot accept payments directly through QuickBooks. Bloom processes payments via Stripe or Square, then syncs invoices and payments to QuickBooks for record-keeping.
Troubleshooting Sync Issues
If invoices or payments aren’t syncing properly:
Check the tax rate on your invoice.
QuickBooks requires its own tax rates. Use a QuickBooks-provided tax rate instead of a default or custom Bloom tax rate.
Manually force a sync.
Open the invoice or payment in Bloom.
Hover over the QuickBooks icon—if the sync has failed, you’ll see an option to manually trigger it.
If issues persist, double-check your QuickBooks connection in Settings > Payments or contact our support team.