Documentation

QuickBooks

Requires. Account Management with View to see the add-on. Account Management with Modify is required to enable or disable it.

QuickBooks connects SecurityTrax accounting records to QuickBooks Online. It reduces duplicate entry by sending eligible customers, invoices, payments, credit memos, and refund receipts to your accounting system.

Why you want it

  • Accounting teams spend less time re-entering records.
  • QuickBooks stays closer to what happened in SecurityTrax.
  • The integration ledger helps review what synced and what needs attention.

Enable QuickBooks

  1. Go to Admin → Account Management → Add-ons.
  2. Find QuickBooks.
  3. Click Enable.
  4. Read the billing confirmation.
  5. Click Confirm.

Configure QuickBooks after enabling

  1. Go to Admin → Integrations → QuickBooks.
  2. Connect the QuickBooks Online company your accounting team uses.
  3. Review the integration settings.
  4. Use Admin → Integrations → QuickBooks → Ledger to review sync activity.
  5. Test with a small set of eligible records before relying on automated sync for daily accounting.

Disable QuickBooks

  1. Go to Admin → Account Management → Add-ons.
  2. Find QuickBooks.
  3. Click Disable.
  4. Click Confirm.

Warning. Disabling QuickBooks stops new sync activity from SecurityTrax. It does not remove records already sent to QuickBooks Online.

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