Octane maintains a robust two way integration with QuickBooks to move your quickbooks data to Octane and vice versa. Here are a few examples of how Octane and QuickBooks keep in sync:
- New customers created in Octane can get pushed automatically to QuickBooks, and vice versa
- New invoices created in Octane can get pushed automatically to QuickBooks, and vice versa
There is minimal lag in these events. QuickBooks makes real time api calls to Octane to update our information, and we do the same to QuickBooks.
How to Setup the Integration
Click this button in the Octane portal & authorize through QBO:
Make a customer in Octane, and then press “Generate QuickBooks Customer” in the bottom left corner:
Then navigate to your QuickBooks account and you should see your new customer:
Once you sync your customer with QuickBooks, your newly created invoices should now flow through to QuickBooks. Here is one screenshot of an invoice created in Octane and then ultimately sync’d to QuickBooks under a “Sample Customer” created in Octane.
Updated 6 months ago