Documentation

QuickBooks Online

Requires. QuickBooks must be enabled for your company.

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

Prerequisites

  • A QuickBooks Online admin account.
  • QuickBooks enabled for your company. Contact SecurityTrax support if the QuickBooks page is not available.

Setup steps

  1. Navigate to Admin > Integrations > QuickBooks.
  2. Click Connect to QuickBooks (Link button).
  3. Log in with your QuickBooks Online admin account and authorize SecurityTrax.
  4. After authorization, configure Account Mapping — connect SecurityTrax categories to your QuickBooks chart of accounts.
  5. Choose whether to enable Auto Sync or sync manually.
  6. 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.

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.

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