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Quickbooks Invoices

Specs​

LabelValue
Version1.0.0 (updated on 2026-07-12)
DeveloperLabii Inc.
TypeDashboard
Support ConfigurationYes

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​

Navigate to the dashboard where you want to add the widget.

Click Add Widget and select Quickbooks Invoices from the dashboard widget catalog.

Configure required authorization, project assignment, and invoice/invoice-item table mappings.

Click Save to add the widget to your dashboard.

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.
信息

Validate invoice and line-item mappings in sandbox mode first to prevent incorrect parent-child relationships in production data.

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.
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