# QuickBooks

> QuickBooks Online integration - invoices, bills, payments and journals posted from CubeERP with the nominal coding already applied.

**URL:** https://cubeerp.co.uk/integrations/quickbooks

Operational detail in CubeERP, financial summary in QuickBooks.

QuickBooks is a capable accounting package and a poor inventory system, which is why businesses outgrow the inventory side long before they outgrow the accounting. CubeERP takes over stock, orders, production and job costing, and posts invoices, bills, payments and journals back into QuickBooks Online. The accounts stay where your accountant expects them; the operational detail lives where it can be used.

## Details

- **Category:** Accounting
- **Licence cost:** included, no per-connector charge
- **Platform:** CubeERP (https://cubeerp.co.uk/platform)

## What syncs

- **Invoices and credit notes** (Out of CubeERP): Raised from despatch or job completion with customer, account coding, class and VAT treatment applied.
- **Bills and expenses** (Out of CubeERP): Matched supplier invoices posted with the correct expense or inventory account and any project coding.
- **Inventory journals** (Out of CubeERP): Stock and cost-of-sales journals so the accounts reflect the actual movement of goods rather than a periodic adjustment.
- **Payments** (Into CubeERP): Receipts and allocations returned so credit control works from the current position.

## How it behaves

- **Posts on approval:** Documents reach QuickBooks when they are approved, not overnight, so the ledger is never a day behind the operation.
- **Accounts and classes mapped:** Chart of accounts, classes and locations mapped to CubeERP product groups and cost centres at setup.
- **Errors visible:** Rejected postings are queued with the reason shown and retried, with a reconciliation report covering anything outstanding.
- **UK VAT treatment:** Standard, reduced, zero, exempt, reverse charge and export treatment applied at source rather than corrected later.

## Setup

1. Connect using QuickBooks’ standard OAuth authorisation - revocable from your QuickBooks account at any time.
2. Map the chart of accounts, classes and tax codes to CubeERP groups during discovery.
3. Parallel run, compare, then stop manual entry once the numbers agree.

## Frequently asked questions

**Do you support QuickBooks Desktop?**

QuickBooks Online is the supported product. Desktop can be handled by file exchange, but we would rather talk through whether that suits you than oversell it.

**Should we keep using QuickBooks inventory?**

No - running two inventory systems guarantees they will disagree. Stock is managed in CubeERP and represented in QuickBooks as a value via journals.

**Can we use QuickBooks classes for departments?**

Yes. Classes and locations map to CubeERP cost centres and sites, so departmental reporting continues to work as it does now.

**What about multi-currency?**

Supported where QuickBooks multi-currency is enabled, with exchange rate handling agreed at setup so gains and losses land in the right place.

**Is the integration extra?**

No. It is part of the platform. Your QuickBooks subscription is separate and remains yours.

## Related integrations

- **Xero** - Sales and purchase invoices, credit notes, payments and stock journals posted to Xero automatically, with no rekeying at month end. https://cubeerp.co.uk/integrations/xero
- **Sage** - Integration with Sage 50 and Sage 200 - sales and purchase ledger postings, nominal analysis and stock journals without rekeying. https://cubeerp.co.uk/integrations/sage
- **Shopify** - Orders in, stock and pricing out, fulfilment and tracking back - so the website sells what you actually have. https://cubeerp.co.uk/integrations/shopify

## Contact

- **Product:** CubeERP
- **Trading name of:** Cube Systems Limited (company number 17220899, ICO registration number ZC216972)
- **Email:** hello@cubeerp.co.uk
- **Sales:** sales@cubeerp.co.uk
- **Support:** support@cubeerp.co.uk
- **Telephone:** 01234 672 617 (+441234672617)
- **Address:** Unit 11, Olney Business Park, Osier Way, Olney, Buckinghamshire, MK46 5FP
- **Opening hours:** Monday to Friday, 9am to 5.30pm
- **Part of:** Crushed Ice Group (https://crushedicegroup.co.uk)