# Upflow Integration with QuickBooks Online

> Enhance your accounts receivable automation by connecting Upflow to QuickBooks Online. This integration enables near real-time financial syncing, streamlined collections, and full visibility into your cash flow—all while keeping QuickBooks as your system of record.

Upflow’s QuickBooks Online integration lets finance teams supercharge AR operations in minutes. By syncing key data like invoices, customers, payments, and journal entries, Upflow unlocks automation and visibility for collection workflows—without disrupting your existing accounting stack.

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## Key Features

- 5‑Minute Setup  
  Connect to QuickBooks Online via a secure OAuth login—no IT required.

- Real‑Time Sync  
  Invoices, customers, payments, deposits, and journal entries sync every 10 minutes.

- Collections Management  
  Handle customer outreach, workflows, and follow‑ups directly in Upflow.

- Payment Write‑Back  
  Automatically push online payments (card, ACH, SEPA, BACS) back into QuickBooks to reconcile invoices.

- Custom Field Mapping  
  Import select QuickBooks fields into Upflow to tailor segmentation and analytics.

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### FAQs

Question: How easy is it to set up the QuickBooks Online integration with Upflow?  
Answer: Setup takes less than 5 minutes. Simply create an Upflow account, click “Connect to QuickBooks”, authorize access with your admin credentials, and you're ready to sync. Upflow’s OAuth‑based connection ensures a secure, hassle‑free onboarding experience—no technical setup required.

Question: What data is synced between QuickBooks Online and Upflow, and how often?  
Answer: Upflow syncs your invoices, customers, payments, deposits, and journal entries from QuickBooks Online every 10 minutes. This near real‑time sync ensures your AR workflows are powered by up‑to‑date financial data—no manual exports needed.

Question: Can I manage collections and customer interactions directly within Upflow?  
Answer: Yes. You can fully manage your collections workflows, contacts, notes, and follow‑ups within Upflow. While core financial data flows from QuickBooks Online to Upflow, payments collected through Upflow are written back to QuickBooks for reconciliation.

Question: Will payments collected through Upflow show up in QuickBooks Online?  
Answer: Yes. Payment write‑back pushes any payments collected through Upflow (including card, SEPA, ACH, and BACS) directly into QuickBooks, reconciling the related invoices and eliminating duplicate work.

Question: Can I use my QuickBooks Online custom fields in Upflow?  
Answer: Upflow supports importing a subset of QuickBooks custom fields, such as company name, sales terms, and delivery methods. These fields help tailor segmentations, workflows, and analytics dashboards to your business.

Question: How secure is the Upflow <> QuickBooks Online integration?  
Answer: Upflow is SOC 2 Type 2 certified, ensuring enterprise-grade data protection and compliance. Your financial data remains encrypted and secure at every sync, while custom configuration options allow you to control exactly what gets imported.

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## Related Resources

- [QuickBooks Integration Page](https://upflow.io/integrations/quickbooks)  
- [Help Center](https://support.upflow.io/hc/en-us)