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Setting up the QuickBooks Integration

Follow these steps to establish the connection between MinuteDock and QuickBooks.

Connecting to QuickBooks allows you to sync your time tracking data directly with your QuickBooks accounting software, making billing easier and reducing manual data entry.

Once connected, your QuickBooks Customers will automatically sync and appear as Contacts in MinuteDock, and you can push invoices directly to QuickBooks.

Requirements

Before you can connect to QuickBooks, you'll need:

  • The Manage MinuteDock Account & Users Permission in MinuteDock (account creators have this by default)

  • Admin access in your QuickBooks Company to authorise the connection

ℹ️ Note: Only Users with the Manage MinuteDock Account & Users Permission can set up or cancel integrations. If you don't have this permission, contact your MinuteDock account owner.

Setting up the connection

Follow these steps to connect MinuteDock with your QuickBooks account:

  1. Navigate to your Account settings
    Click Account in the navigation menu at the top right

  2. Access Integrations
    Click Integrations from the Account screen

  3. Select QuickBooks
    Find QuickBooks in the list of available integrations and click Connect

  4. Authorise in QuickBooks
    You'll be redirected to QuickBooks where you'll need to:

    • Log in to your QuickBooks account (if not already logged in)

    • Select the QuickBooks Company you want to connect

    • Review the permissions MinuteDock is requesting

    • Click Connect to authorise the connection

  5. Return to MinuteDock
    QuickBooks will redirect you back to MinuteDock automatically once authorisation is complete

Success! Your MinuteDock and QuickBooks accounts are now connected. MinuteDock will immediately begin syncing your QuickBooks Customers as Contacts.

Important: The initial sync may take a few minutes depending on how many Customers you have in QuickBooks. You'll see your QuickBooks Customers appear in your MinuteDock Contacts list once the sync is complete.

Video guide - connect to a QuickBooks account

What happens next

After connecting to QuickBooks:

  • ✅ Your existing QuickBooks Customers sync to MinuteDock as Contacts

  • ✅ You can track time for your QuickBooks Customers in MinuteDock

  • ✅ New Customers added to QuickBooks will sync automatically every 24 hours

  • ✅ You can create and send invoices directly from MinuteDock to QuickBooks

Now that you're connected, here's what to do next:

Troubleshooting QuickBooks Online sync

MinuteDock auto-syncs Customers and their details from QuickBooks Online roughly every 24 hours. If a recent change in QuickBooks hasn't appeared in MinuteDock yet, the steps below cover the most common causes.

Force a manual sync

  1. Click the QuickBooks button in the top-right navigation bar of MinuteDock

  2. Click Sync With QuickBooks.

This pulls the latest Customer list and details from QuickBooks Online immediately, instead of waiting for the next scheduled sync.

A new QuickBooks Customer isn't appearing in MinuteDock

QuickBooks Online Customers should sync automatically when added. If a new Customer hasn't appeared after a manual sync, check:

  • The record was created as a Customer in QuickBooks (not a Vendor or Employee)

  • The Customer isn't marked as inactive

  • Your QuickBooks integration is still connected (Account → Integrations)

A Customer's details look out of date in MinuteDock

QuickBooks Online is the source of truth for Customer details on QuickBooks-integrated accounts. Make Customer detail changes in QuickBooks, then force a sync from the steps above if you need them in MinuteDock straight away.

The connection has stopped syncing entirely

Go to Account → Integrations and check the status of your QuickBooks connection. If it shows as expired or disconnected, re-authorise from there. You'll need Admin access in both MinuteDock and QuickBooks Online to reconnect. See Setting up the QuickBooks Integration for the connection steps.

If the connection is active but a sync still isn't going through, email team@minutedock.com and we'll investigate.

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