QuickBooks: connect and export your income and expenses

The QuickBooks integration pushes your KM Hub invoices and payments straight into QuickBooks Online, so your books stay in sync without double entry. It's a one-way push: KM Hub sends to QuickBooks, never the other way, so nothing in QuickBooks can overwrite your KM Hub data.

Connect QuickBooks

1. Go to Settings > Connect and open the QuickBooks page (you can also click Connect QuickBooks on the card in Settings > Connect > Integrations).
2. Click Connect QuickBooks. You'll be sent to Intuit to sign in and authorize KM Hub, then redirected back with a confirmation toast.
3. Each KM Hub account connects its own QuickBooks company, and you can disconnect at any time from the connected card.

Pick your environment and defaults

• Environment: new connections default to Sandbox for safe testing against a QuickBooks sandbox company. Switch to Production once you're ready to push real invoices to your real company. Changing the environment is admin only.
• Default line item name: QuickBooks requires every invoice line to map to an item. Leave this blank to use "Services" by default; KM Hub finds or creates the item in your QuickBooks company on the first sync.
• Click Save settings after any change.

Export your income and expenses

The Export to QuickBooks section downloads this year's income and expenses as a QuickBooks-importable CSV in the standard 3-column bank format (Date, Description, Amount). Income rows are positive, expense rows are negative.

1. Check the counters: the panel shows how many income rows and expense rows will be included, plus the net total for the year.
2. Click the Download QuickBooks CSV button.
3. In QuickBooks Online, go to Transactions, then Import, and upload the file.

This export gives you every transaction in a file QuickBooks imports directly - the same numbers, ready today. Direct one-click sync is an optional upgrade that requires Intuit's production approval of the KM Hub app, which is currently in review.

Review recent sync activity

The Recent sync activity table lists each push with its Status, the QuickBooks ID it created or updated, and a Detail column explaining what happened. Use the Refresh button to pull the latest entries. If you haven't synced yet, the panel simply says there's no activity - connect QuickBooks and push an invoice to see it fill in.

Disconnecting

Open the connected card and click Disconnect. Your KM Hub data is untouched; KM Hub just stops pushing to QuickBooks until you reconnect.

Still stuck? Submit a ticket from this help center and we'll take it from there.