Connecting Ingenious with QuickBooks Online is a quick, guided process designed to get you up and running in just a few clicks. After completing the integration, you’ll be able to seamlessly link contracts and invoices for accurate financial management.

Step 1: Navigate to Company Settings → Integration Hub → QuickBooks → Start Integration.

Step 2: Click through the on-screen prompts until you reach the QuickBooks login page.

Step 3: Log in to your QuickBooks Online account.

Once complete, you should see a “Success” message confirming Quickbooks and Ingenious are linked.

Note:

If you encounter an error after logging in, repeat the steps above. If the issue persists, please reach out to support.
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​Video of the steps in Section 1
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Before you can sync contracts or invoices between Ingenious and QuickBooks Online, you’ll need to complete two quick setup steps. First, link your QuickBooks vendors to their corresponding Ingenious vendors, and then connect your QuickBooks chart of accounts to the appropriate Ingenious cost codes.

Step 1: Navigate to List and Templates → Integrations → Accounting Vendors → Companies List.

Step 2: Locate the Ingenious vendor you would like to link and click Manage Vendor.

Step 3: Find the corresponding vendor from QuickBooks.

Select the bubble next to the correct vendor and click Save.

Step 1: In Ingenious, navigate to an existing project and open its Budget/ACR.

Step 2: Find the cost code you intend to use on an invoice. Click the ellipsis (…) next to the cost code and select Edit.

Step 3: Under Connected Accounting Cost Code, choose the QuickBooks chart of account code you want to link.

Click Save to finalize the connection.
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​Here is a video of the steps listed in sections 2 & 3
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Once the steps above are completed and the financial item is fully approved, a “Sync to Accounting” button will appear in the top-right corner. Click this button to begin the sync to QuickBooks, and upon completion you will see a “Successfully Synced” confirmation message.
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Sending an Invoice to QB: VIDEO

Sending a Contract To QB: VIDEO