Invoices and credit notes
Export published Streamline invoices and credit notes to QuickBooks Online after required customers, items, and tax rates are mapped.
QuickBooks Online Integration
Connect Streamline ERP with QuickBooks Online
Streamline’s QuickBooks Online integration connects order-driven operations with accounting software integration workflows.
Export published invoices and credit notes, sync items and customers, import payments, and keep finance data aligned without rekeying the same records twice.
Overview
ERP for QuickBooks without disconnected finance admin.
Streamline ERP is built for production and distribution businesses where orders, deliveries, invoices, and payments need to stay connected. The QuickBooks Online integration lets Streamline handle operational workflows while QuickBooks Online remains the accounting system.
In practical terms: Streamline connects to QuickBooks Online through the QuickBooks Dashboard. Records that already exist in both systems can be paired. Records that only exist in Streamline can be exported. Records that only exist in QuickBooks Online can be imported.
Why it matters
Connect accounting to the work that creates the invoice.
Most accounting errors start before accounting: duplicate customers, unmatched items, manual invoice entry, missing tax mappings, or payments that never make it back to the operations team. Streamline’s QuickBooks Online accounting integration is designed to reduce that friction.
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Pair existing records
Link matching Streamline and QuickBooks records to avoid duplicate customers, items, tax rates, terms, vendors, vendor items, and bank accounts.
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Export from operations
Send Streamline invoices, credit notes, items, customers, vendors, vendor items, and Boomerang sales into QuickBooks Online.
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Import from accounting
Pull QuickBooks Online items, customers, opening balances, and payments into Streamline when accounting already has the record.
✓
Protect invoice accuracy
Confirm item, customer, tax rate, sales account, expense account, and bank account mappings before moving financial data.
What syncs
The main records Streamline can move between systems.
Use Streamline as the operational ERP layer for ordering, production, delivery, and invoicing. Use QuickBooks Online for accounting. The integration keeps the shared records aligned through controlled pairing, exporting, and importing workflows.
Customers and addresses
Export Streamline customers, import QuickBooks customers, and support delivery-address handling through QuickBooks Online settings.
Items and vendors
Export or import items, vendors, and vendor items so invoice lines have the records they need before accounting export.
Payments
Import payments from QuickBooks Online when customers, bank accounts, and invoice numbers are matched between systems.
Tax rates and terms
Pair tax rates and payment terms to help QuickBooks Online understand how Streamline invoices and credit notes should post.
Boomerang sales
Export Boomerang sales reports to QuickBooks Online after selecting the QuickBooks customer used for daily Boomerang sales.
Invoice export
Move finalized billing from Streamline to QuickBooks Online.
Streamline creates invoices from operational data: orders, delivery, customer pricing, invoice settings, and invoice frequency. Once invoices are published, they are locked in Streamline and can be exported to QuickBooks Online.
- Export published invoices
- Export published credit notes
- Export while publishing invoices
- Export missing items and customers from the export report
- Assign QuickBooks classes when configured
- Allow ACH or credit card payment options on exported invoices by customer
Payment import
Bring QuickBooks Online payments back into Streamline.
Streamline can import payments received in QuickBooks Online so your accounts receivable workflow stays visible inside the operational system. Automatic payment imports can listen for QuickBooks payment events, and manual payment imports can be run by date range.
Automatic payment imports
Use automatic imports when you want Streamline to listen for payment events from QuickBooks Online. This requires paired customers, paired bank accounts, and matching invoice numbers.
Manual payment imports
Use manual imports when your team wants to check a selected date range, review available payments, and import payments that are ready to match Streamline invoices.
Setup logic
Set up QuickBooks Online with clean record mapping.
The cleanest QuickBooks Online integration setup follows a simple rule: pair records when they already exist in both systems, export records when they only exist in Streamline, and import records when they only exist in QuickBooks Online.
Connect QuickBooks Online from Finance Settings.
Open the QuickBooks Dashboard and complete integration settings.
Pair existing customers, items, terms, vendors, tax rates, and bank accounts.
Export Streamline records that do not yet exist in QuickBooks Online.
Import QuickBooks records or payments that should appear in Streamline.
A practical ERP for QuickBooks workflow
Streamline does not replace QuickBooks Online. It connects the operational side of the business to QuickBooks Online so production, distribution, finance, and customer activity can feed accounting with cleaner records.
Related integrations
Build the rest of your connected ERP stack.
FAQ
QuickBooks Online integration questions.
Does Streamline integrate with QuickBooks Online?
Yes. Streamline connects to QuickBooks Online through the QuickBooks Dashboard. The integration supports pairing, exporting, and importing workflows for financial and operational records.
Can Streamline export invoices to QuickBooks Online?
Yes. Streamline can export published invoices to QuickBooks Online. The customer and invoice items must exist in QuickBooks Online through pairing, exporting, or importing before the invoice can export successfully.
Can Streamline export credit notes?
Yes. Published credit notes can be exported to QuickBooks Online using the same general process as invoice export. Streamline tax rates should be paired with QuickBooks tax rates first.
Can Streamline import payments from QuickBooks Online?
Yes. Streamline can import payments from QuickBooks Online. Automatic payment imports require paired customers, paired bank accounts, and matching invoice numbers between QuickBooks Online and Streamline.
Can Streamline import customers and items from QuickBooks Online?
Yes. Streamline can import customers and items from QuickBooks Online. If matching records already exist in Streamline, they should be paired first to avoid duplicates.
Get started
See how Streamline connects operations to QuickBooks Online.
Streamline helps order-driven production and distribution businesses connect invoicing, payments, customers, items, credit notes, and accounting workflows in one practical ERP for QuickBooks setup.
