If you keep books in QuickBooks Online, connecting it stops the double entry. ClippingCash manages two-way sync of customers, invoices, and payments.
1 Tidy up first
Do this before connecting, not after. Sync is much easier to trust when both sides start clean:
- Merge duplicate customers in both systems.
- Make sure customer names match between the two. Near-duplicates like “Smith, John” and “John Smith” are what create messy pairs.
- Know which system you consider authoritative for a customer’s contact details.
Ten minutes here saves an afternoon of untangling later.
2 Connect
Go to Integrations and find QuickBooks. Choose QuickBooks Online as the provider and click Connect QuickBooks.
You are handed to Intuit to sign in and authorise the connection, then returned to ClippingCash. You need QuickBooks credentials with permission to authorise apps, so if your bookkeeper holds those, do this with them.
Which providers appear here is controlled by your account. If an option is not listed, it is not available to you yet rather than hidden somewhere.
If integrations are not configured on your account at all, the page says Coming Soon instead.
3 Confirm it connected
Once linked, the page shows Connected to QuickBooks Online along with Last synced and a timestamp.
That timestamp is the thing to glance at. A last-sync date from three weeks ago means the connection has stopped doing its job, and the first you would otherwise hear about it is at tax time.
4 Sync now
Sync Now kicks off a sync immediately rather than waiting for the next scheduled one. Use it after a big batch of invoicing, or when you are about to reconcile and want both sides current.
There is a sync history so you can see what ran and when.
5 After the first sync, check it
Do not assume. Spot-check:
- Ten customers, by name and contact details.
- A handful of recent invoices, checking amounts and dates.
- Payments against those invoices.
- Whether anything got duplicated.
Duplicates are the classic first-sync problem and they are far easier to fix in the first week than after a quarter of transactions have piled on top.
6 Disconnecting
Disconnect unlinks the two systems. Data already synced stays where it is on both sides; you are stopping future syncing, not undoing history.
Disconnect if you change accountants or move accounting software. Do not disconnect as a troubleshooting step, because reconnecting can create fresh pairing work.
What sync does not do
Sync is not a bookkeeper. It moves customers, invoices and payments between systems. It does not categorise expenses, reconcile your bank feed, or file anything. You or your accountant still do the accounting; you just stop typing it twice.