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immiIQ

QuickBooks integration

Your CRM and QuickBooks, on the same page.

Connect QuickBooks Online once. Clients become customers, sent invoices go across as you mapped them and every hour the payments come back.

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QuickBooks

Connected 路 pulls every hour

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ImmiIQ money feed

Invoice INV-0040 路 Arjun MehtaA$3,300.00Not in QuickBooks
Receipt RC-0007 路 Mei LinA$2,200.00Not in QuickBooks
Trust to office 路 Daniel OkaforA$1,650.00Not in QuickBooks
Invoice INV-0044 路 Hana SatoA$2,750.00Not in QuickBooks

Your QuickBooks company

Invoice INV-0040Not sent yet
Receipt RC-0007Not sent yet
Trust to officeNot sent yet
Invoice INV-0044Not sent

Last sync 8:12 am 路 next 9:12 am

An invoice, a receipt and a trust payment go across to QuickBooks and one invoice with no item mapped is refused with its reason.

Items and tax codes, set up once. QuickBooks wants them on every line, so you map them once.

Pick your GST, GST-free and out-of-scope codes, a default item and the account payments land in. Map each service in your fee schedule to its own item if you like and nothing is asked twice.

Every money door writes back. Invoices, receipts and the payment from trust to office all reach QuickBooks.

Clients and sponsors become customers. A sent invoice goes across with the item and tax code you mapped. Every hour ImmiIQ pulls the payments your bookkeeper keyed in. The client's Money feed shows what QuickBooks knows on every row.

Refused and logged, never posted wrong. Each invoice goes in its own currency or not at all.

QuickBooks fixes a customer's currency after first use, so an invoice that would land in the wrong one is refused with the reason. Accounting sync shows every attempt and any invoice where the two hold a different paid figure. You get a week's notice before a connection needs re-authorising.

Questions firms ask.

What does the QuickBooks sync cost?
It is included with Accounting, a A$29/mo add-on on Pro or Enterprise that includes the Xero sync too.
Can we connect QuickBooks and Xero at once?
No. A firm connects one or the other. Each connection is one QuickBooks company.
Why does an invoice only go across once it is sent?
QuickBooks has no draft status, so an invoice goes across the moment you send it. A payment applied in QuickBooks brings the balance back and a zero balance turns the ImmiIQ invoice paid.
Can Network commissions and payouts go to QuickBooks?
Yes. College commission accruals go as invoices and paid partner payouts as bills, from the same sync page. The page says before you confirm that each is issued the moment it lands.
What access does ImmiIQ ask for?
The accounting scope and nothing else. Credentials are sealed with your organisation's own key and every sync attempt leaves an audit row naming the person, the company and what came back.

One set of numbers for your agents and your bookkeeper.

Start the Pro trial, then add Accounting for A$29/mo to connect QuickBooks or Xero.

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