Connect QuickBooks for Accounting Sync

Keep your books and your CRM in sync automatically by connecting QuickBooks — payments and invoices created in Vendi Today flow into QuickBooks, and QuickBooks contacts and invoices flow back.

Connect the integration

1. Go to Settings > Integrations.
2. Click QB Connect.
3. Choose whether to import your existing invoices and turn on review automation.
4. Sign in with your QuickBooks credentials and accept the requested permissions.

What syncs

• When a payment is made inside Vendi Today — through an order form, subscription, membership checkout, or calendar payment — a matching sales receipt is registered in QuickBooks.
• Invoices marked Sent, Pending, or Paid sync over; draft invoices are not sent to QuickBooks.
• Pre-existing QuickBooks invoices only import into Vendi Today if you enable that option during setup.

Limitations

• Changes made to an already-imported invoice inside Vendi Today won't sync back out to QuickBooks.
• The connection is designed to avoid creating sync loops between the two systems, so don't expect every edit to flow both directions in real time.

If you use Xero instead, see Connect Xero for Accounting Sync.