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.


QuickBooks Online and Monograph

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.


Syncing and Settings

How to sync Monograph and QuickBooks Online

To connect the integration, begin by selecting Settings from the main menu, then clicking on "Integrations" beneath Organization. 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 filled in green next to QuickBooks Online.


🚨 When syncing Monograph and QuickBooks Online, 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.


Viewing Clients from QuickBooks Online

After QuickBooks Online is connected, any clients saved there will start to sync into Monograph and populate the Client Directory.

There are also two types of clients created in QuickBooks Online: customers and sub-customers. These client names, depending on the type of customer, would be displayed distinctly in the Client Directory to ensure that the correct company/individual is selected when invoicing.

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