QuickBooks Online / Your books, connected
The work in IKOK.
Connected to your books.
Keep service records and accounting workflows connected. Sync customers, send invoices and recorded payments to QuickBooks Online, and bring QuickBooks payment records into IKOK with the settings appropriate to your business.
IKOKQuickBooksOnline
| Record | Direction |
|---|---|
| Customers | IKOK ↔ QuickBooks |
| Invoices | IKOK → QuickBooks |
| Recorded payments | IKOK ↔ QuickBooks |
| Items & services | IKOK → QuickBooks |
01 / Know what moves
Start with a clear map of your records.
Each record type has its own sync direction. Customer and payment workflows support movement between IKOK and QuickBooks Online. Invoices are sent from IKOK to QuickBooks, while supported item and service records can also be sent from IKOK. Review the direction for the records your office uses before enabling a workflow.
This matters when deciding where your team creates an invoice or updates a customer. An invoice created in IKOK can stay connected to its customer and job context while a corresponding accounting record is sent to QuickBooks. Your service team can keep working from the job while the office reviews the connected accounting records.
02 / Follow the transaction
Connect the invoice and its recorded payments.
Create and manage the service invoice in IKOK, then send the eligible invoice record to QuickBooks through the configured integration. Customer and record links matter: the accounting entry needs the right customer and the payment needs the correct invoice relationship.
Recorded payments can be sent to QuickBooks, and QuickBooks payment records can be brought into IKOK. Syncing a payment record is different from charging a customer or moving money. Your office should still review balances and the underlying records when resolving an accounting question.
Explore quotes and invoices in IKOK03 / Review the outcome
Give the office a place to check the result.
Choose sync settings and review sync history to see what happened. The selected workflow, eligible records and existing links determine what is synchronized. Use the history to check the result for the customer, invoice or payment you are working on.
If a sync needs attention, use the record and its history to understand the issue. Bring a customer, an invoice and a recorded payment to your demonstration so the team can show the supported steps and explain which parts of your accounting routine remain in QuickBooks.
Make it work for your business
Start with your workflow.
Shape the setup around it.
Start with the QuickBooks Online company you intend to connect and the records your office needs to maintain in each system.
Authorize the QuickBooks Online connection with the appropriate access.
Review supported record types, directions and sync settings.
Walk through a sample customer, invoice and recorded payment.
An active connection and appropriate permissions are required. Confirm module availability and setup scope with our team. Sync supports record exchange; accounting review and reconciliation remain part of your business process.
The practical details
Good questions.
Clear answers.
Bring the details of your team, your customers and your current process to the conversation.
Does IKOK integrate with QuickBooks Online?
Yes. The integration supports customer, invoice, recorded-payment and item/service workflows. Review the record directions and configuration with your team before choosing which workflows to use.
Are invoices synchronized in both directions?
Invoices sync from IKOK to QuickBooks Online. Create the service invoice in IKOK to keep its customer and job context connected to the accounting workflow.
Can QuickBooks payment records appear in IKOK?
Yes, QuickBooks payment records can be brought into IKOK. Record relationships and sync settings determine how the payment is associated with the relevant customer and invoice.
Does payment sync charge the customer again?
Sync exchanges a recorded payment with the accounting workflow. It is not a new customer charge. Customer payment collection is a separate action with its own authorization and payment setup.
Where can I review synchronization issues?
Use sync history and the affected records to review the outcome. The connection, sync settings and record links give your office the context needed to understand a customer, invoice or payment sync.
Your team. Your way of working.
Bring us a real scenario.
We’ll walk through the available workflow, setup and costs with you.