QuickBooks Online Integration Growth+This feature requires the Growth+ plan or higher
EquipDash integrates with QuickBooks Online to keep your accounting up to date automatically. Once connected, bookings, payments, customers, and refunds sync to QuickBooks without any manual data entry.
What Gets Synced
| EquipDash | QuickBooks | When |
|---|---|---|
| Customer | Customer | When a customer is created or updated |
| Booking | Invoice | When a booking is created, confirmed, or updated |
| Payment | Payment | When a payment is recorded (online or offline) |
| Refund | Credit Memo | When a refund is processed |
| Voucher Sale | Invoice | When a gift voucher is purchased |
| Security Deposit | Invoice Line Item | When a deposit is captured or charged |
| Booking Cancellation | Voided Invoice | When a booking is cancelled |
How It Works
- Connect your QuickBooks Online account from Settings > API & Integrations > Integrations.
- Configure which data types to sync and map your QuickBooks accounts and tax codes.
- EquipDash syncs automatically whenever a booking, payment, customer, or refund event occurs.
All syncing happens in the background. You can continue using EquipDash as normal -- invoices and payments will appear in QuickBooks within a few seconds.
Key Features
- Automatic sync -- no manual exports or imports needed.
- Account mapping -- assign different QuickBooks revenue accounts for rental products, experiences, and store items.
- Tax mapping -- map your EquipDash tax rules to the correct QuickBooks tax codes.
- Sync logs -- view the status of every sync attempt with error details if something fails.
- Manual sync -- bulk-sync all customers or bookings at any time.
- Retry failed syncs -- re-attempt any sync that failed due to a temporary issue.
QuickBooks vs Xero
EquipDash supports both QuickBooks Online and Xero, but you can only have one accounting integration connected at a time. If you are currently connected to Xero, you must disconnect it before connecting QuickBooks, and vice versa.
| Feature | QuickBooks Online | Xero |
|---|---|---|
| Invoice status on creation | Always Authorised | Authorised or Draft |
| Branding themes | Not supported | Supported |
| Tax handling | Tax codes | Tax types |
| Refund sync | Credit Memo | Credit Note |
| Customer uniqueness | Display Name must be unique | Email must be unique |
Before You Start
- You need a QuickBooks Online account with an active company.
- You should have your QuickBooks Chart of Accounts set up (income accounts for revenue, a liability account for deposits if needed).
- You need the Integrations Manage permission in EquipDash.
Next Steps
- Connecting QuickBooks -- step-by-step setup guide
- Configuring QuickBooks -- account mapping, tax mapping, and sync settings