QuickBooks Online

Requires. Operations Plus (includes QuickBooks Online sync) and the Integrations permission — View to open the QuickBooks pages, Modify to connect and change settings.

The QuickBooks integration syncs customers, invoices, payments, and bills between SecurityTrax and QuickBooks Online.

Prerequisites

A QuickBooks Online admin account.
Operations Plus enabled for your company, which includes QuickBooks Online sync. Contact SecurityTrax support if the QuickBooks page is not available.
The Integrations permission — View to open the QuickBooks pages, Modify to connect and configure the integration.

Setup steps

Navigate to Admin > Integrations > QuickBooks.
Click Connect to QuickBooks (Link button).
Log in with your QuickBooks Online admin account and authorize SecurityTrax.
After authorization, configure Account Mapping — connect SecurityTrax categories to your QuickBooks chart of accounts.
Choose whether to enable Auto Sync or sync manually.
Click Save.

Settings

Field	Description
Currency	Currency code (e.g., USD). Must match your QuickBooks home currency.
Auto Sync	Automatically sync new/updated records on a schedule. Disable for manual sync only.
Income Account	QuickBooks account where invoice revenue is recorded.
Payment Account	QuickBooks account where payments are deposited.
Refund Account	QuickBooks account where refunds are recorded.

Ledger

The Ledger tab shows a log of every sync attempt — timestamp, source record, direction, status, and QuickBooks response. Use it to find and retry failed syncs.

The same log is also available to accounting users as the QuickBooks Ledger page under Accounting, gated on the Third Party Ledger permission instead of integrations access.

Troubleshooting

"Token invalid" warning — Your QuickBooks authorization has expired. Click Reconnect to re-authorize.
Sync failures — Check the Ledger for the specific error message from QuickBooks. Fix the underlying data issue and retry.