QuickBooks Online Sync

QuickBooks Online (QBO) integration syncs your financial data between Person Trail and your QBO account. It is available on the Pro plan only.

How It Works

• Per-organization connection: One QBO account is connected per organization. All team members with dashboard access can trigger syncs.
• Two-way sync: Clients, invoices, and estimates are synced between both systems. Changes in Person Trail push to QBO automatically.
• Automatic push: When you create or update a client, invoice, or estimate, it is synced to QBO in the background.

What Gets Synced

Connecting

1. Go to Settings > Integrations
2. Click the QuickBooks Online card
3. Click Connect QuickBooks
4. Sign in with your Intuit account and select your company
5. You will be redirected back to Person Trail with a "Connected" status

Sync Settings

After connecting, you can toggle which entities sync:

• Sync customers -- Push Person Trail clients to QBO
• Sync invoices -- Push invoices to QBO
• Sync estimates -- Push estimates to QBO

Manual Sync

Click Sync Now on the QBO detail page to trigger a full sync of all enabled entity types. The sync log shows the result of each operation.

Disconnecting

1. Go to Settings > Integrations > QuickBooks
2. Click Disconnect
3. Confirm in the dialog

Disconnecting stops all future syncing. Data already in QuickBooks is not deleted. Your OAuth tokens are revoked and removed from our system.

Troubleshooting

• Sync errors? Check the sync log on the detail page for specific error messages. Common issues include expired tokens (reconnect) or QBO rate limits (wait and retry).
• Duplicate records? Person Trail tracks entity mappings to prevent duplicates. If you see duplicates, trigger a manual sync to re-reconcile.