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Integrating with Quickbooks
Integrating with Quickbooks

How to integrate Quickbooks with your Bloom account

Daniel avatar
Written by Daniel
Updated over a month ago

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:

  1. 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.

  2. 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.

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