> For the complete documentation index, see [llms.txt](https://docs.labii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.labii.com/widgets/dashboard-widgets/integration/quickbooks/quickbooks-invoices.md).

# Quickbooks Invoices

## Specs

| Label                     | Value                         |
| ------------------------- | ----------------------------- |
| **Version**               | 1.0.0 (updated on 2026-07-12) |
| **Developer**             | Labii Inc.                    |
| **Type**                  | Dashboard                     |
| **Support Configuration** | Yes                           |

## Overview

The Quickbooks Invoices widget imports invoice data from QuickBooks Online into Labii and synchronizes both invoice headers and line items. It enables teams to centralize billing records, preserve item-level detail, and keep financial data aligned across systems. By mapping invoice and invoice-item fields to Labii tables, the widget supports cleaner reconciliation, improved reporting quality, and reduced manual entry.

## Use Cases

* **Bulk Invoice Import**: Download all QuickBooks invoices into Labii in one run.
* **Line-Item Synchronization**: Capture detailed invoice item rows for analysis and auditing.
* **Billing Data Consolidation**: Centralize invoices and items for downstream reporting workflows.
* **Financial Reconciliation**: Maintain consistent identifiers for cross-system matching.

## Configuration

### Initial Setup

{% stepper %}
{% step %}
Navigate to the dashboard where you want to add the widget.
{% endstep %}

{% step %}
Click **Add Widget** and select **Quickbooks Invoices** from the dashboard widget catalog.
{% endstep %}

{% step %}
Configure required authorization, project assignment, and invoice/invoice-item table mappings.
{% endstep %}

{% step %}
Click **Save** to add the widget to your dashboard.
{% endstep %}
{% endstepper %}

### Required Settings

* **Realm ID**: Unique identifier for your QuickBooks Online company.
* **Refresh Token**: OAuth refresh token used to authenticate and retrieve invoice data.
* **Is Sandbox**: Enable when connecting to QuickBooks sandbox instead of production.
* **Projects**: Project(s) to associate with synchronized invoice records.
* **Invoice Table**: Table that stores invoice-level records.
* **Invoice: Quickbooks Invoice ID**: Column for QuickBooks invoice ID.
* **Invoice: Quickbooks Sync Token**: Column for QuickBooks sync token.
* **Invoice: Invoice ID**: Column for invoice number or identifier.
* **Invoice: Account**: Column linking invoice to account.
* **Invoice: Contact**: Column linking invoice to contact.
* **Invoice: Fiscal Year**: Column for fiscal-year classification.
* **Invoice: Due Date**: Column for invoice due date.
* **Invoice: Memo**: Column for invoice memo or notes.
* **Invoice Item Table**: Table that stores invoice line items.
* **Invoice Item: Quickbooks Line ID**: Column for QuickBooks line-item ID.
* **Invoice Item: Invoice**: Column linking line item to parent invoice.
* **Invoice Item: Product**: Column for billed product or service.
* **Invoice Item: Quantity**: Column for billed quantity.
* **Invoice Item: Discount**: Column for discount value.

### Optional Settings

* **Project Scope Selection**: Limit synchronization to selected project contexts.
* **Sandbox Mode**: Use for testing mappings and record relationships before production sync.

{% hint style="info" %}
Validate invoice and line-item mappings in sandbox mode first to prevent incorrect parent-child relationships in production data.
{% endhint %}

## Readonly View

Dashboard widgets are displayed in read-only mode on dashboards for monitoring and actions.

### Display Features

* **Start Download Button**: Triggers invoice and invoice-item download.
* **Status Feedback**: Indicates synchronization progress and completion.
* **Mapped Destinations**: Uses configured invoice and invoice-item tables for writes.

### Interactive Features

* **Start Download**: Manually run invoice synchronization.
* **Re-run Sync**: Repeat download to update existing invoice records.

## Additional Functions

### Download and Synchronize

After configuration is complete, click **Start Download** to import invoices from QuickBooks. Existing invoice records are updated when matching identifiers are found, and line items are synchronized to the configured invoice-item table.

### Header and Line-Item Sync

* Synchronizes invoice-level records and detailed line-item rows.
* Preserves invoice-to-line-item relationships for auditing and reporting.

## Best Practices

* Verify invoice and line-item relationship mappings before first production run.
* Keep QuickBooks invoice and line IDs immutable to prevent duplicate records.
* Reconcile a sample subset after each sync to confirm totals and discounts are mapped correctly.
* Perform regular synchronization cycles to keep due dates and billing status current.

## Related Widgets

* [**Quickbooks Customers**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-customers.md): Synchronize customer entities referenced by invoices.
* [**Quickbooks Accounts**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-accounts.md): Synchronize account structures used in financial reporting.
* [**Quickbooks Items**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-items.md): Synchronize product/service items referenced by invoice lines.