---
title: How Does Factor Integrate with QuickBooks Online?
description: Factor seamlessly integrates with QuickBooks Online (QBO), providing a real-time, two-way synchronization of project accounting data, invoices, and expenses. This integration ensures accurate, up-to-date financial tracking, reduces manual entry, and enhances your overall project management experience.
---
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3. [QuickBooks Online Integration](https://library.factorapp.com/frequently-asked-questions?hsLang=en#quickbooks-online-integration)
# How Does Factor Integrate with QuickBooks Online?
## Factor seamlessly integrates with QuickBooks Online (QBO), providing a real-time, two-way synchronization of project accounting data, invoices, and expenses. This integration ensures accurate, up-to-date financial tracking, reduces manual entry, and enhances your overall project management experience.
### **Benefits of Integrating Factor with QuickBooks Online**
- **Advanced Invoice Customization**: Easily create customized invoices displaying detailed project information and custom fields.
- **Efficient Sub-Consultant Tracking**: Clearly track sub-consultant and other expenses with Factor’s detailed budgeting system.
- **Real-Time Sync**: Immediate synchronization ensures updates in Factor or QuickBooks reflect accurately in both systems.
- **Improved Financial Accuracy**: Manage labor, service budgets, and expenses precisely, providing clear insights into your project financials.
- **Automated Customer Creation**: Automatically create corresponding customers and projects in QuickBooks from Factor.
### **What Data is Synced?**
**Invoices (Factor → QuickBooks)**
- Invoices created in Factor automatically transfer to QuickBooks upon finalization.
- Invoice numbers remain consistent between both platforms.
- Payments recorded in QuickBooks automatically update invoice status in Factor.
### **Expenses (QuickBooks → Factor)**
- Expenses entered in QuickBooks, linked to projects, sync back to Factor automatically.
- Factor applies your predefined budgeting and markup rules to imported expenses.
- Attached expense receipts from QuickBooks are accessible directly within Factor.
### **Getting Started with the Integration**
#### **Step 1: Enable QuickBooks Integration**
- Contact Factor Support to activate QuickBooks integration.
- In Factor, navigate to **Settings \> Your Firm** and click **Connect to QuickBooks**.
- Log in to QuickBooks Online and authorize Factor to synchronize data.
#### **Step 2: Map Customers and Projects**
- In Factor, under the **Project Overview** tab, link projects to corresponding QuickBooks customers or sub-customers.
- If a customer or project doesn’t exist in QuickBooks, Factor can automatically create these for you.
#### **Step 3: Set Up Expense and Service Mappings**
- Go to **Settings \> QuickBooks Mappings**.
- Match Factor service types, expense types, and tax terms with QuickBooks products and services.
- This ensures financial records align correctly with your QuickBooks Chart of Accounts.
#### **Step 4: Manage Invoice and Expense Synchronization**
- Draft invoices in Factor will not sync to QuickBooks until marked as **Final**.
- Payments made in QuickBooks will update Factor invoices automatically.
- Expenses linked to mapped QuickBooks accounts and customers sync directly into Factor.
### **Managing Invoices and Payments**
- Finalized Factor invoices appear in QuickBooks with matching invoice numbers.
- Payments processed in QuickBooks automatically update invoice statuses in Factor.
- Manually trigger synchronization from **Settings \> QuickBooks Integration** if needed.
### **Expense Tracking**
- Expenses in QuickBooks sync automatically once assigned to mapped projects.
- Factor applies relevant markup and budgeting rules upon synchronization.
- View QuickBooks attachments, such as receipts and invoices, directly within Factor.
### **Support**
Factor’s support team is ready to assist you with setup and troubleshooting. Contact us at Help@**FactorApp.com** or through the in-app help center.
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