We understand the importance of maintaining your account information cohesively across platforms that integrate with Monograph. To better understand the current sync with Quickbooks Online, we have highlighted several details for your reference.

What versions of Quickbooks are currently compatible:

The following versions of Quickbooks are available to integrate with Monograph.

  • Quickbooks Online

  • Quickbooks Simple Start

  • Quickbooks Essentials

  • Quickbooks Plus

  • Quickbooks Advanced

Which Monograph features are available with the Quickbooks Online integration:

At this time, the Invoices feature is available to integrate with Quickbooks Online. Please note that employee timesheets and other data are not currently available for syncing across the apps.

How to sync Monograph and Quickbooks Online:

To connect the integration, begin by selecting Settings from the main menu, then clicking on "Connect" beneath Organization Integrations. Please note that only a user with Admin level permissions may access Settings to connect the integration for your account.

From here, you will be prompted to log into your Quickbooks account via the Intuit site.

Once finished, you should see Connected with a "green check icon" beneath your Organization Integrations for Quickbooks Online

🚨 When syncing Monograph and Quickbooks Online, please note that your Terms in Monograph will be updated to the Terms you've used in Quickbooks Online. Any custom terms created in Monograph prior to syncing will not be added to Quickbooks Online.

After you have synced, any additions or edits that you make to Terms within Monograph will update within Quickbooks Online.

How to send an invoice from Monograph to Quickbooks Online:

Once you have created an invoice, you may send a copy to your Quickbooks Online account (please ensure you have connected your accounts prior by following the instructions above).

When you have finished editing the new invoice, click on Preview Invoice in the upper corner. This will load the "Preview Your Invoice" page which will allow you to send the invoice out by clicking on the Send to Quickbooks button beneath Actions.

🎓 From the "Preview Your Invoice" page, you may also choose to print your invoice (also use this method to save as PDF) or export it into a CSV file by clicking any of the three buttons below Export CSV.

Please note that Monograph will not automatically send invoices to your Quickbooks Online account. Future changes made to an existing invoice, or new invoices created will require the process detailed above to send to Quickbooks Online.

What items on the Monograph Invoice will carry over to Quickbooks Online:

The following items entered into your Monograph invoice will carry over when sending a copy to Quickbooks Online.

  • Client First + Last Name

  • Client Address (City, State, Zipcode)

  • Issue Date

  • Due Date

  • Terms

  • Description

  • Quantity, Unit Price, Amount

  • Message

At this time, the following items from your Monograph invoice will not carry over into your Quickbooks Online copy:

  • Invoice Number

  • Type

Please note that all invoices sent to your Quickbooks Online account will default to your Sales Chart of Accounts. For more information, you may refer directly to the Quickbooks Support page.

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