QB
LivePro
QuickBooks Online
AccountingBuilt by cAND/or OAuth 2.0 Setup: ~5 minutes
Sync invoices, payments, and client data with QuickBooks Online. Two-way sync keeps both systems current.
Required Credentials
2 fieldsQuickBooks AccountClick to Connect
Click Connect with QuickBooks in the App Marketplace. You will be redirected to Intuit to authorize Helix. No API key needed.
Company ID
Optional
Auto-populated after OAuth connection. Found in your QuickBooks Online URL after authorization if needed manually.
Format:
123456789Enables →
invoice_syncpayment_syncclient_sync
Data Flow
3 capabilitiesHelix initiates
Vendor notifies Helix
Both directions
// Helix → VendorHelix initiates
Invoice Sync
Helix invoices sync to QuickBooks automatically
ProtocolOAuth 2.0 API call
TriggerInvoice created or updated in Helix. Sync runs immediately and on a 15-minute polling schedule.
AuthOAuth 2.0 access token (auto-refreshed by Helix)
You configureNo configuration needed in QuickBooks.
Helix doesInvoices map to QuickBooks customers by company name. Helix creates customers in QuickBooks if they do not exist.
// BidirectionalBoth sides communicate
Payment Sync
Payments sync between both systems
ProtocolOAuth 2.0 API (both directions)
TriggerPayment recorded in either Helix or QuickBooks
AuthOAuth 2.0 access token (auto-refreshed by Helix)
You configureNo configuration needed in QuickBooks.
Helix doesPayments recorded in QuickBooks mark the corresponding Helix invoice paid. Payments recorded in Helix sync to QuickBooks automatically.
Client Sync
Company and contact records stay in sync
ProtocolOAuth 2.0 API (both directions)
TriggerCompany or contact created or updated in either system. Sync runs on a 30-minute schedule.
AuthOAuth 2.0 access token (auto-refreshed by Helix)
You configureNo configuration needed in QuickBooks.
Helix doesHelix maps companies and contacts by name and email. Conflicts are flagged in the App Marketplace sync log.
Ready to connect?
Log into Helix and open App Marketplace to configure this integration.