QuickBooks Integration Guide
(Eano + QuickBooks Online)
Connect Eano with QuickBooks Online to keep your financial data accurate, reduce double entry, and ensure your accounting stays in sync with your jobs.
This guide walks you through:
How to connect your QuickBooks account
What syncs between Eano and QuickBooks
How expenses, invoices, and accounts work
Overview of syncing options
Here are the main sync options Eano provides with Quickbooks Online.
Expenses will be the most common things moving across both platforms. Create an expense in Eano, and it’ll show up in Quickbooks. To make sure it doesn’t overwrite anything in Quickbooks, it’s differentiated as purchase order so you can easily identify them.
Expenses in Quickbooks that you see displayed in the Eano finance tab can be assigned to an account in Eano, which will then show up in the corresponding project finance tab.
Vendors setup in Eano, automatically will be available to pay in Quickbooks.
Invoices you create in Eano, will appear in Quickbooks, and if updated with a payment status, will reflect in Quickbooks. Creating an invoice in Quickbooks will not make it appear in Eano.
AP accounts in Quickbooks will appear in the Eano payment methods when creating expenses in Eano, so you can track which account from which to pay.
Video > https://youtu.be/vEAmlqSUy_8
🔌 Connecting Your QuickBooks Account
Connecting QuickBooks Online to Eano takes just a few minutes.
Requirements: This feature is only available for QuickBooks Plus and Advanced plans with Purchase Orders enabled.
Step 1: Go to Integrations
Log into Eano
Navigate to Settings
Click Integrations
Select QuickBooks Online
Step 2: Connect to QuickBooks
Click Connect to QuickBooks
Sign in to your Intuit account
Select the correct QuickBooks company
Approve access
Once connected, your systems will begin syncing automatically.
⚠️ Important: You must be an admin in QuickBooks Online to authorize the connection.
🔄 What Syncs Between Eano and QuickBooks
Here’s what moves between the two systems and in which direction.
1️⃣ QuickBooks → Eano
Bills & Expenses
Bills, credit card charges, and expenses entered in QuickBooks are imported into Eano.
QuickBooks remains the source of truth.
Edits will reflect in Eano.
Accounts Payable (AP) Accounts
Your expense accounts/categories from QuickBooks appear in Eano so you know from which account to pay.
2️⃣ Eano → QuickBooks
Eano Expenses
Expenses recorded in Eano are sent to QuickBooks as Purchase Orders in your expense transactions.
Updates or deletions in Eano will sync to QuickBooks (just the expenses created in Eano)
Eano Invoices
Invoices created in Eano sync to QuickBooks.
Payments recorded in QuickBooks update invoice status in Eano.
💡 How Expenses Work
Understanding how expenses flow will help you avoid accounting confusion.
If You Enter Expenses in QuickBooks:
They sync into Eano for job tracking. If they are not assigned to a job, once you see them appear in Eano, you can assign them.
You manage accounting fully inside QuickBooks.
If You Enter Expenses in Eano:
They push to QuickBooks as Purchase Orders.
This keeps your accounting aligned automatically.
Best practice: Try to start your expenses in Eano, which will automatically align with the job if inputted from the specific project you’re in.
🧾 How Invoices Work
Create an invoice in Eano when a milestone is completed and you want to get paid
It syncs to QuickBooks
Record payment in QuickBooks
Payment status updates inside Eano
QuickBooks remains your accounting system of record.
⚙️ Managing Sync Settings
In Settings → Integrations → QuickBooks, you can:
Reconnect your account
Disconnect QuickBooks
View connection status
If something isn’t syncing properly, try:
Disconnecting and reconnecting
Confirming you’re logged into the correct QuickBooks company
Checking user permissions
❗ Common Questions
Why don’t I see my QuickBooks accounts in Eano?
Make sure:
The integration is connected
You’re using the correct QuickBooks company file
You have admin permissions
If needed, disconnect and reconnect the integration.
Why are my expenses not syncing?
Check:
Was the expense created after the integration was connected?
Are there any required fields missing?
Has the QuickBooks company changed?
What happens if I edit something in QuickBooks?
QuickBooks is the source of truth for:
Bills
Payments
Accounting categories
Changes there will reflect in Eano.
Can I use QuickBooks Desktop?
No. The integration currently supports QuickBooks Online only.
What happens if I disconnect QuickBooks?
No new data will sync.
Existing synced data will remain in both systems.
You can reconnect at any time.