Plutio + QuickBooks Integration (2026)

Plutio manages your projects, clients, and invoices, and QuickBooks handles your accounting and taxes. Connect the two and invoices flow automatically from Plutio to QuickBooks without CSV exports or manual data entry.

When you create an invoice in Plutio, the invoice appears in QuickBooks within 2-5 minutes with all details intact: client name, line items, amounts, due dates, and tax information. When clients pay through Stripe or PayPal, the payment records in both systems simultaneously. Your books stay balanced without monthly reconciliation sessions where you match bank statements to invoices manually.

Freelancers and agencies use the Plutio-QuickBooks connection to eliminate accounting busywork. Your accountant sees real-time data in QuickBooks without waiting for you to export reports. Tax season becomes straightforward because every transaction is already dated, categorized, and ready.

Last updated January 2026

Plutio

QuickBooks

Sync invoices

Via Zapier

10 min setup

What is QuickBooks

QuickBooks Online is accounting software that tracks income, expenses, and taxes for small businesses. You can categorize transactions, generate financial reports, and share access with your accountant. Freelancers and agencies use QuickBooks to manage bookkeeping, prepare for taxes, and understand their financial health.

TLDR (summary)

Plutio manages your client work: proposals, contracts, projects, and invoices. QuickBooks handles the accounting side: categorizing income, tracking expenses, and preparing tax reports. Together, invoices flow from Plutio to QuickBooks automatically, and payments reconcile without manual data entry.

The integration is native (not via Zapier), free with all Plutio plans, and works with all QuickBooks Online plans starting at $38/month. QuickBooks offers a 30-day free trial.

Connecting takes about 2 minutes. You authorize Plutio to access your QuickBooks account, select which income account to use, and invoices start syncing automatically. No CSV exports, no copy-paste, no monthly reconciliation.

Data that transfers

What syncs from Plutio to QuickBooks

Every invoice you create in Plutio flows to QuickBooks automatically. You stop exporting CSV files, copying data between systems, and reconciling at month-end.

Invoices to Sales Receipts

New invoices appear in QuickBooks with client name, line items, quantities, rates, taxes, due dates, and invoice numbers. QuickBooks categorizes the income according to your chart of accounts settings.

Payments to Transaction Records

When clients pay through Stripe or PayPal, the payment records in QuickBooks against the corresponding invoice. Your books show which invoices are paid without manual marking.

Clients to Customers

New clients in Plutio become customers in QuickBooks with company name, contact details, billing address, and email. Updates in Plutio flow to QuickBooks automatically.

Tax Amounts to Categories

Tax percentages and amounts from Plutio invoices transfer to QuickBooks, making tax reporting accurate without re-entering tax calculations.

Due Dates to Aging Reports

Invoice due dates sync so QuickBooks aging reports show which invoices are overdue, helping you track accounts receivable accurately.

Line Items to Income Categories

Each line item description and amount transfers, letting you see revenue breakdown by service type if you configure QuickBooks categories accordingly.

How do I connect Plutio to QuickBooks?

Go to Settings in Plutio, click Integrations, find QuickBooks, and click Connect. You authorize through Intuit's secure login page, select your QuickBooks company file, and choose which income account to use.

The authorization uses OAuth, which means you log into QuickBooks directly on Intuit's website rather than sharing your password with Plutio. Plutio receives permission to create invoices and customers in your QuickBooks account, but Plutio cannot access your bank connections, passwords, or other sensitive QuickBooks data.

During setup, you select which QuickBooks income account should receive Plutio invoices. Choosing the right account ensures your chart of accounts stays organized and tax categories are correct from day one.

Connection takes about 2 minutes. Once connected, syncing happens automatically in the background. No manual exports or imports needed.

Setup steps

Step 1: Go to Settings, then Integrations in Plutio
Step 2: Find QuickBooks and click Connect
Step 3: Log into your QuickBooks Online account on Intuit's page
Step 4: Select which company file to connect
Step 5: Choose the income account for Plutio invoices
Step 6: Click Authorize to complete the connection

Does this work with QuickBooks Desktop?

The native integration requires QuickBooks Online (the cloud version). QuickBooks Desktop uses different technology that does not support real-time API connections.

QuickBooks Online runs in your browser and has APIs that allow other software to create invoices and customers automatically. QuickBooks Desktop runs on your computer and stores data locally, which makes real-time syncing technically difficult.

If you use QuickBooks Desktop and want automatic syncing, Intuit offers migration tools to move your data to QuickBooks Online. The migration typically takes a few hours, and your chart of accounts, historical transactions, and settings transfer over.

QuickBooks Online plans start at $38/month for Simple Start. Intuit offers a 30-day free trial to test before committing.

QuickBooks Online plans

Simple Start ($38/mo): Basic invoicing and expense tracking for one user
Essentials ($65/mo): Adds bill management and up to 3 users
Plus ($99/mo): Adds inventory tracking and up to 5 users
QuickBooks Online Plus ($275/mo): Adds batch invoicing and up to 25 users

How are invoices categorized for taxes?

When you connect the integration, you choose which QuickBooks income account receives Plutio invoices. All synced invoices use that category, keeping your chart of accounts organized.

If you have different service types that need separate categorization (consulting versus design work, for example), you can create multiple income accounts in QuickBooks. After invoices sync, you or your accountant can recategorize specific invoices if needed, though most freelancers find a single income category sufficient.

Tax amounts from Plutio invoices transfer to QuickBooks automatically. If you charge sales tax in Plutio, the tax percentage and amount appear in QuickBooks so your tax reports are accurate without re-entering calculations.

We recommend discussing income account setup with your accountant before connecting. Getting categories right from the start prevents reclassifying a year of invoices later.

Can I sync invoices from before connecting?

The integration syncs new invoices created after you connect. Historical invoices do not import automatically, which prevents duplicating data that may already exist in QuickBooks.

If you need historical invoices in QuickBooks, you have two options. You can manually enter past invoices into QuickBooks, which takes time but ensures accuracy. Alternatively, you can export your Plutio invoice data as CSV and import the file into QuickBooks using their import tool, which is faster but requires careful formatting.

Going forward, every invoice created in Plutio after the connection syncs automatically. Most users start fresh from the connection date because their accountant already has historical data in QuickBooks from previous manual entry or imports.

Payments for historical invoices also need manual entry. The integration only records payments for invoices that synced through the connection.

How much does the QuickBooks integration cost?

The Plutio side of the integration is free on all Plutio plans, including during your free trial. You need an active QuickBooks Online subscription, which has its own pricing.

Plutio pricing

Plutio offers a 14-day free trial with full features including the QuickBooks integration. After the trial, Solo plan costs $19/month and Studio plan for teams costs $39/month. Plutio includes the integration at no extra cost on all plans.

QuickBooks Online pricing (January 2026)

QuickBooks Online starts at $38/month for Simple Start and goes up to $275/month for the top-tier plan. Intuit offers a 30-day free trial, and prices shown are for monthly billing. Annual billing typically saves 10-20%.

Combined cost for a solo freelancer: $19/month (Plutio Solo) + $38/month (QuickBooks Simple Start) = $57/month total for project management, invoicing, and accounting.

What if invoices are not syncing?

If invoices are not appearing in QuickBooks, first check that the integration is still connected in Settings, then Integrations in Plutio.

Most sync issues happen because the QuickBooks authorization expired. QuickBooks tokens expire periodically for security, and you may need to reconnect by clicking Connect again and re-authorizing through Intuit's login page.

If the connection shows as active but invoices are not syncing, check that your QuickBooks subscription is current. Expired QuickBooks accounts cannot receive new data until you renew.

Plutio retries failed syncs automatically. If an invoice fails due to temporary QuickBooks downtime, Plutio syncs the invoice once QuickBooks comes back online. You will see a notification in Plutio if there are persistent sync issues.

Common fixes

Reconnect the integration: Tokens expire periodically, requiring re-authorization
Check QuickBooks subscription: Expired accounts cannot receive synced data
Wait a few minutes: Syncing typically takes 2-5 minutes
Contact support: Plutio support can check sync logs for specific errors

All integrations included free

Connect Stripe, PayPal, QuickBooks, Google Calendar, Slack, Zoom, and Zapier at no extra cost.

Start free trial

QuickBooks integration questions

Does Plutio integrate with QuickBooks natively or through Zapier?

Natively. The QuickBooks integration is built directly into Plutio, not through Zapier or any third-party automation tool. The connection is free, syncs happen automatically, and you do not need a Zapier account.

Is the Plutio QuickBooks integration free?

Yes, the Plutio side is free on all plans including the free trial. You need an active QuickBooks Online subscription, which starts at $38/month for Simple Start. Plutio does not charge additional fees for the integration.

How quickly do invoices sync from Plutio to QuickBooks?

Invoices typically sync within 2-5 minutes of being created in Plutio. Syncing happens automatically in the background. Payments sync within a few minutes of being recorded in Plutio.

Does the integration work with QuickBooks Desktop?

No. The native integration requires QuickBooks Online (the cloud version). QuickBooks Desktop uses different technology that does not support real-time API connections. Intuit offers migration tools to move from Desktop to Online.

What QuickBooks Online plans work with the integration?

All QuickBooks Online plans work: Simple Start ($38/mo), Essentials ($65/mo), Plus ($99/mo), and the Plus tier ($275/mo). The integration features are identical regardless of which QuickBooks plan you have.

Can I sync historical invoices from before connecting?

The integration syncs new invoices created after connecting. Historical invoices are not imported automatically to avoid duplicating data. You can manually export and import historical data using CSV if needed.

Does the integration sync expenses or just invoices?

Currently, the integration syncs invoices and payments (income). Expenses entered in Plutio do not sync to QuickBooks. Most users track expenses directly in QuickBooks where bank feed imports make expense tracking convenient.

Can multiple team members use the QuickBooks integration?

Yes. Once an admin connects QuickBooks to the Plutio workspace, all invoices created by any team member sync automatically. Individual team members do not need their own QuickBooks credentials.

Is there a limit to how many invoices can sync?

No limit. All invoices created in Plutio after connecting sync to QuickBooks regardless of volume. Whether you send 5 invoices per month or 500, all invoices transfer automatically.

What happens if an invoice fails to sync?

Plutio retries failed syncs automatically. If syncing fails due to temporary QuickBooks downtime, Plutio syncs the invoice once QuickBooks comes back online. You see a notification in Plutio if there are persistent issues.

Does the integration support multi-currency invoices?

Yes. Invoices created in different currencies in Plutio sync to QuickBooks with the appropriate currency. QuickBooks handles exchange rates according to your multi-currency settings.

How do I disconnect the QuickBooks integration?

Go to Settings, then Integrations in Plutio, find QuickBooks, and click Disconnect. Disconnecting stops future syncing but does not delete any data from either system. Previously synced invoices remain in QuickBooks.

Couldn't find answers? Contact us

Loading products...

Ready to automate your bookkeeping?

Connect Plutio to QuickBooks and stop entering invoices twice

Start your free Plutio trial, connect QuickBooks in 2 minutes, and watch invoices sync automatically. Your books stay current, your accountant sees real-time data.

No credit card required

Plutio - Your entire business, one login away

4.6/5 Rating

4.4/5 Rating

4.6/5 Rating

4.7/5 Rating