Connect QuickBooks Online to Ormi
Ormi posts your work to QuickBooks Online as it happens: invoices, payments, bills and customers, mapped to your own accounts, items and tax codes. Payments recorded in QuickBooks come back and mark the Ormi invoice paid, edits made in QuickBooks are flagged instead of overwritten, and a nightly check compares every document with your books.
QuickBooks Online + Ormi in detail
How to connect QuickBooks Online to Ormi
Connect QuickBooks
Apps → QuickBooks → Connect QuickBooks. Sign in with Intuit and approve access to your company.
Map accounts, services and tax
A setup checklist walks you through it: income, deposit and expense accounts, which QuickBooks item each Ormi service posts to, and your tax codes.
Bring in your existing customers
Import your QuickBooks customers. Ormi matches them to customers you already have and asks you about anything it can't match for certain.
Let it run
Invoices, payments and bills post within minutes of happening in Ormi. The sync history shows every document, and anything that needs your attention says why.
How shops actually use it
Real workflows, not marketing bullets.
- A tech finishes a job and sends the invoice → it posts to QuickBooks under the right income account
- A customer pays by card in Ormi → the payment is applied in QuickBooks and the Stripe payout lands as a deposit matching your bank statement
- A customer mails a check to the office → record it in QuickBooks and Ormi marks the invoice paid
- Month end → your bookkeeper reconciles without retyping anything from Ormi
QuickBooks Online integration questions
Does Ormi support QuickBooks Desktop?
No. Ormi connects to QuickBooks Online only. Shops on Desktop, Pro or Enterprise usually move to QuickBooks Online when they start with Ormi; talk to us first if you run an enterprise setup.
What happens if someone changes an invoice in QuickBooks?
Ormi notices and shows you the difference instead of overwriting either side. You decide which version is right.
We run two companies. Can each have its own books?
Yes. Connect a QuickBooks company for each and route each service zone to its own books. Work outside any zone posts to the one you mark as default.
Can I stop invoices or payments posting automatically?
Yes. Automatic posting can be switched off for invoices and for payments separately on the QuickBooks or Xero page under Apps.
What happens if QuickBooks is down?
Ormi queues the document and retries until QuickBooks answers, so nothing is lost. The sync history shows every retry.
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