Connect QuickBooks

Overview

Connect QuickBooks once and Setell keeps your books in step automatically — invoices you create in Setell flow into QuickBooks, and payments flow back so a paid job updates itself. Connecting also lets Setell learn from your past invoices, so your pricing starts smart instead of from zero.

QuickBooks connects on every plan — including Free. Connecting and syncing (invoices out, payments back, customer matching) is free for everyone. The pricing memory Setell learns from your QuickBooks history starts on any paid plan — Solo, Business, or Pro.

Before you start

• A QuickBooks Online account you can sign in to (you'll approve access on Intuit's site).
• Any Setell plan — connecting and syncing work on Free too. (The pricing memory learned from your QuickBooks history starts on Solo.)
• 2 minutes.

Steps

1. Go to Settings → Connections.
2. Find the QuickBooks card and click Connect to QuickBooks.
3. You're sent to Intuit's sign-in. Sign in and choose the company file you want to connect.
4. Review what Setell will access and click Connect / Authorize on Intuit's screen.
5. You land back in Setell. The QuickBooks card now reads Connected.

What happens next

• New invoices sync out. When a job reaches Invoiced, Setell creates the matching invoice in QuickBooks (matching the customer, creating it if new).
• Payments sync back. When the invoice is paid, the job moves to Paid automatically — no double entry.
• Your history becomes pricing signal. Setell reads your recent invoices to warm-start its pricing suggestions on your next quotes.
• You can disconnect anytime from the same card (Disconnect); that stops syncing and revokes access.

Troubleshooting

• Card says "Reconnect required." Your QuickBooks authorization expired or was revoked on Intuit's side. Click Reconnect and re-approve. Your data is safe; only the connection lapsed.
• An invoice didn't appear in QuickBooks. Confirm the job actually reached Invoiced in Setell. If it did and the invoice is still missing, the sync is retried automatically — check again shortly; persistent misses are logged for support.
• "Already connected to another account." That QuickBooks company is connected to a different Setell account. The owning account must Disconnect first before you can connect it here.
• Still stuck → docs/reference/troubleshooting.

FAQ

• Does connecting change anything in my QuickBooks? No. Setell only creates invoices when you invoice a job, and reads past invoices for pricing. It never edits or deletes your existing data.
• Which plan do I need? None in particular — QuickBooks connects and syncs on every plan, including Free. Any paid plan adds the pricing memory Setell learns from your QuickBooks history.
• Can I connect more than one company file? One QuickBooks company per Setell account.
• Will it import all my old invoices? It reads recent history for pricing signal; for a full historical import see docs/import/quickbooks-history.

Related

• docs/integrations/stripe · docs/quotes/send · docs/import/quickbooks-history · docs/account/plans

Ready to try it on your own quotes?

Start free — no credit card. 14 days of unlimited Pro, then 3 free quotes a month.