AwardLettr

If you use QuickBooks Online, you know the drill: generate the invoice in AwardLettr, then open QuickBooks and enter the same customer and line items so your books match. Connect QuickBooks Online directly and that second step disappears. Sign in once, and every invoice you generate in AwardLettr creates a matching invoice in QuickBooks automatically.

Useful for any appraiser or firm that keeps its books in QuickBooks Online. If you were previously connecting to QuickBooks through the Accounting Webhook and an automation platform, you can switch to this direct connection and drop the extra piece in between.

Connecting QuickBooks Online

Go to Settings → Integrations

Open Settings, then Integrations.

Find QuickBooks Online and click "Connect"

You will be sent to Intuit to sign in with your QuickBooks Online credentials.

Pick your company

If you have more than one QuickBooks company, choose the one you want AwardLettr to sync with.

You're connected

AwardLettr sends you back to Settings, where you will see a connected badge with your company name.

How Invoice Numbering Works

AwardLettr checks how your QuickBooks company numbers invoices and matches it automatically, no setup needed on your end. If your company lets QuickBooks assign the next invoice number, QuickBooks assigns the number and it appears on your AwardLettr PDF. If your company uses its own custom invoice numbers, AwardLettr's invoice number is used instead, and QuickBooks records that same number on the invoice it creates.

You do not need to configure this

AwardLettr checks your QuickBooks numbering setting before every invoice and adjusts automatically. If that setting changes in QuickBooks between invoices, AwardLettr will ask you to regenerate so the numbers stay in sync.

What Syncs to QuickBooks

Each invoice you generate in AwardLettr creates a matching invoice in QuickBooks Online with your customer (matched or created by name) and the same line items. If you regenerate an invoice, a new QuickBooks invoice is created for the new PDF. Nothing already in QuickBooks is deleted or overwritten.

When the Totals Do Not Match (Sales Tax)

QuickBooks calculates sales tax using its own settings, which can land on a slightly different total than AwardLettr's calculation. When that happens, AwardLettr shows a warning on the invoice so you know to double check it. Open the invoice in QuickBooks to see which total is correct and adjust it there if needed.

Split Invoices

Split invoices need a manual entry

If your QuickBooks company assigns its own invoice numbers, split invoices (for example, umpire invoices divided between two parties) are not sent to QuickBooks automatically. Enter those in QuickBooks by hand. AwardLettr will let you know when this happens so nothing gets missed.

Reconnecting QuickBooks

A QuickBooks connection occasionally needs to be reconnected, for example after changing your Intuit password or a long stretch without activity. When that happens, AwardLettr shows a message asking you to reconnect. Go to Settings → Integrations and click Connect again to pick up right where you left off. Nothing about your invoices or history is affected.

Using a Different Accounting System

If you use an accounting system other than QuickBooks Online, the Accounting Webhook Integration still works for Xero and similar systems through an automation platform, or connect Xero directly instead. See "Connect Xero" below. Once QuickBooks Online is connected directly, AwardLettr sends invoices there on its own and the webhook is not used for invoices.

Connect QuickBooks Online