🧭 Overview
EvoVoice and HostedSuite platforms can integrate with QuickBooks to help clients manage invoicing, services, taxes, and payment tracking. This integration improves billing accuracy and automates recurring processes. This guide outlines the steps required for a smooth Evo-to-QuickBooks connection.
✅ Prerequisites
Before starting, ensure the following:
| Requirement | Details |
|---|---|
| 🧾 Active QuickBooks Online Account | Integration is supported for QuickBooks Online only |
| 🖥️ Admin Access to Evo Admin Portal | Needed to access and configure invoice settings |
| 🧩 Integration Module Enabled | Evo’s QuickBooks integration feature must be turned on (contact Evo support if missing) |
🪜 Integration Setup Steps
🔹 Step 1: Connect to QuickBooks
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Go to Evo Admin > Settings > Integrations
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Select QuickBooks Integration
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Click “Connect to QuickBooks”
A secure login window will appear.
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Log in using your QuickBooks Online Admin Credentials
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Authorize Evo to access your company data
✅ Once connected, the Evo system will sync key financial fields with QuickBooks.
🔹 Step 2: Configure Sync Settings
Set up the following mappings:
| Field | Syncs With |
|---|---|
| 🧾 Invoices (from Evo) | QuickBooks Invoices |
| 🧍 Client Accounts | QuickBooks Customers |
| 💲 Taxes & Services | QuickBooks Products/Services |
| 🧮 Payment Status | QuickBooks Payment Records |
⚠️ If Evo tax settings differ from QuickBooks tax rules, confirm mappings carefully to avoid calculation errors.
🔹 Step 3: Enable Auto-Sync or Manual Sync
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Under Integration Settings, choose your sync mode:
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Auto-Sync – Pushes invoice and payment data daily
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Manual Sync – Syncs only when triggered by the user
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Best practice: Start with manual sync to ensure accuracy, then switch to auto after testing.
🔹 Step 4: Test Sync with Sample Invoice
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Create a test invoice in Evo for a dummy or internal client
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Sync manually to QuickBooks
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Log in to QuickBooks to confirm:
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Invoice appears correctly
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Tax, services, and client names match
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Payment status syncs as expected
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🔹 Step 5: Train Billing Team & Monitor
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Inform your billing or finance team about:
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Sync behavior and timing
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How edits in Evo or QuickBooks may affect records
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Monitor the Integration Log weekly to catch any sync failures or mapping issues
🧪 Troubleshooting Tips
| Issue | Solution |
|---|---|
| Sync fails | Re-authenticate QuickBooks in Evo settings |
| Tax rates mismatch | Manually map Evo tax fields to QuickBooks equivalents |
| Client not syncing | Check that Evo client record has valid billing info |
| Duplicate records | Merge duplicates in QuickBooks after sync |
🆘 Still Need Help?
If you're facing issues with mapping, permissions, or data mismatches:
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Contact Evo Support with the subject line: “QuickBooks Integration Issue – [Client Name]”
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Include a screenshot of the error or the invoice/client not syncing