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Connect QuickBooks Online to Ormi

QuickBooks Online is the accounting system of record for most Ormi customers. Full two-way sync: customers, invoices, payments, deposits, tax rates, and chart of accounts. Your bookkeeper never has to re-enter anything.

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What you get

QuickBooks Online + Ormi in detail

Customers sync both directions (Ormi ↔ QBO)

Invoices post to QBO automatically on Ormi send

Payments sync and auto-reconcile against invoices

Deposits group by day or by deposit — matches your bank statement

Tax rates + tax codes pull from your QBO setup

Chart of accounts mapping per service type (revenue accounts)

Setup

How to connect QuickBooks Online to Ormi

Connect QuickBooks via OAuth

Settings → Integrations → QuickBooks Online. Sign in with your QBO credentials. Ormi requests read/write permissions.

Map your chart of accounts

Choose revenue accounts per Ormi service type (service revenue, parts/materials revenue, labor, etc.). Defaults are sensible; adjust per your bookkeeper's setup.

Initial customer sync

On first connect, Ormi pulls all QBO customers. Duplicates are flagged for merge review. This runs in the background — takes 5-10 minutes for a 1,000-customer shop.

Enable ongoing sync

After the initial sync, everything runs automatically. New invoices, payments, and customers move between systems within 60 seconds.

How shops actually use it

Real workflows, not marketing bullets.

Office manager adds a customer in QBO → appears in Ormi within a minute

Tech closes a job → invoice auto-posts to QBO under the correct revenue account

Customer pays via Stripe → payment + deposit both post to QBO against the correct invoice

End of month: bookkeeper reconciles without any Ormi-to-QBO re-entry

QuickBooks Online integration questions

Does Ormi support QuickBooks Desktop?

Not directly — only QuickBooks Online. Desktop shops usually migrate to QBO during Ormi onboarding; it takes an afternoon and is often the best upgrade they've done for the office.

What if I have QuickBooks Pro or Enterprise?

Same answer — QBO only. If you're on an enterprise QuickBooks setup, talk to us before migrating; we'll review compatibility.

Can I turn off auto-sync and post invoices manually?

Yes. Some shops prefer manual posting for review. Turn off auto-sync in Settings; invoices will queue and you can batch-post from the QBO integration page.

What happens if QuickBooks is down?

Ormi queues the sync and retries until QBO responds. You never lose an invoice or payment. The sync log shows any retries.

Related integrations

Other accounting tools

accounting

Xero

Full Xero sync for shops outside the QuickBooks ecosystem.

See setup