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QuickBooks Online

Integrations

QuickBooks Online integration

Connect QuickBooks Online to Loupe Factory so customers, invoices, payments, and inventory items stay easier to review across operations and accounting. This guide explains how to connect, what syncs, and what gets mapped.

Customers Invoices Payments Inventory items
Best for

Teams that run operations in Loupe Factory and keep accounting in QuickBooks Online.

Main outcome

Cleaner shared records with less copy and paste between systems.

How sync works

Each record type has its own pull and push controls, so your team can sync only what it needs.

Before you begin

  • Sign in to Loupe Factory as an admin user.
  • Make sure you can approve access to the QuickBooks company you want to use.
  • Review your customer and invoice records in Loupe Factory before the first push.

Connect QuickBooks Online

  1. In Loupe Factory, go to Workflows > Integrations > QuickBooks Online.
  2. Select Connect QuickBooks.
  3. Sign in to QuickBooks and approve the connection.
  4. Return to Loupe Factory and confirm the company name and connection status.

After the connection is active, the page shows the available sync actions for Customers, Invoices, Payments, and Inventory Items.

Loupe Factory QuickBooks Online integration page showing the connected company details and pull and push sync actions for customers, invoices, payments, and inventory items.

Use this order the first time you connect:

  1. Pull Customers to bring account records into Loupe Factory.
  2. Pull Invoices if you need existing invoice history in Loupe Factory.
  3. Push Customers before pushing invoices from Loupe Factory to QuickBooks.
  4. Push Invoices after the linked customers are already synced.
  5. Pull or Push Payments after invoice links are in place.
  6. Pull or Push Inventory Items when your team is ready to align item records.

What syncs between QuickBooks and Loupe Factory

Record type Pull Push What is mapped
Customers Yes Yes Name, company, email, phone, and address
Invoices Yes Yes Invoice number, linked customer, line items, totals, currency, due date, and payment status
Payments Yes Yes Payment amount, linked invoice, and payment status
Inventory Items Yes Yes Item name, description, code or SKU, prices, and quantity

Field mapping

Customers

QuickBooks Online Loupe Factory
Display Name Customer name
Company Name Company name
Primary Email Email
Primary Phone Phone number
Billing Address Address details

Invoices

QuickBooks Online Loupe Factory
Invoice Number Invoice number
Customer Linked customer
Line items Invoice line items
Total Invoice total
Currency Currency
Due Date Payment due date
Status Payment status

Payments

QuickBooks Online Loupe Factory
Payment amount Applied payment amount
Linked invoice Linked invoice
Currency Currency
Payment status Invoice payment status

Inventory Items

QuickBooks Online Loupe Factory
Item Name Product or item name
Description Notes or description
Item code or SKU Tag ID
Sales Price Sell price
Purchase Price Cost price
Quantity on Hand Quantity

Day to day usage tips

  • Pull customers first if your finance team creates records in QuickBooks before operations uses them in Loupe Factory.
  • Push customers before pushing invoices from Loupe Factory.
  • Review the activity log on the integration page after each sync.
  • Re-authorize the connection if Loupe Factory shows that the connection needs attention.

What your team should expect

  • Sync actions run in the background, so users can continue working while the sync finishes.
  • Each record type can be synced on its own. You do not need to sync everything every time.
  • Starting with a small test set is the safest way to confirm your field expectations.

Next steps