Your QuickBooks, without the data entry
Connect QuickBooks Online and duebird brings in your customers, items, accounts and tax codes. Approved invoices and credit notes post with a preview first, each line coded to the right income account, and payments recorded in QuickBooks are matched back.
How it runs
Connected once, posting from then on
Connect and read
Connect with your QuickBooks login. duebird reads your customers, items, invoices, payments, terms, accounts, tax rates and codes, classes and locations, and keeps reading the changes every few hours. Reading changes nothing in duebird until you say so.
Bring in customers and products
Pick what to bring in and review it first. Items arrive with suggested SKUs, cleaned names, kinds and units, each marked as a suggestion, and anything that looks like a duplicate is pointed out.
Match tax and income accounts
Each tax rate you charge is linked to its QuickBooks rate, suggested by place and percentage. Each product books to its item's income account, and any line can be coded to another account.
Post with a preview
An invoice is checked for postability before it's approved. The post shows exactly what it will link or create, and a retry can never post the same invoice twice.
Payments come back
Payments recorded in QuickBooks are matched to duebird's receipts, and anything that no longer agrees is flagged for a person.
What it handles
An integration that respects your ledger
Guided setup
Step by step: connect, read, bring in customers and products, match tax and accounts, check numbering, post a first invoice.
setup steps
A copy of your lists
Browse QuickBooks' customers, items, invoices, payments and accounts inside duebird, even while the connection is being renewed.
ledger copy
Income account coding
Every line coded before approval, from its product or picked for the line, from your active income accounts.
accounts
Classes and locations
Defaults for the connection and overrides per customer.
classeslocations
Projects and jobs
A customer's project maps to its QuickBooks job, and invoices for that project post there.
sub-customers
Creates only what's missing
A customer or item the ledger lacks is created on an approved post, previewed and named first.
preview first
Never posts twice
One invoice, one QuickBooks document, however many times post is pressed.
idempotent
Credit notes too
Credit notes post as credit memos against the invoice's customer.
credit memos
A history of every attempt
Every post and every read is logged with what was sent and what came back.
activity
30 minutes, your paperwork
On QuickBooks Online?
We'll show you a post end to end, from approval to QuickBooks.