Who This Is For / When to Use
Use this guide if you:
Use QuickBooks Online
Want new QuickBooks contacts synced into Kyrios
Want invoices and payments synced automatically
Want optional review requests sent after payments
What the QuickBooks Integration Does
The QuickBooks integration allows Kyrios to:
Sync all new contacts created in QuickBooks
Send a review request when a QuickBooks invoice is paid
(only on the first invoice, unless disabled)Automatically create sales receipts in QuickBooks when payments are made in Kyrios
Automatically create and update invoices in QuickBooks when invoices are sent from Kyrios
Mark invoices as paid in QuickBooks when paid in Kyrios
How to Integrate QuickBooks
Go to Settings → Integrations.
Locate the QuickBooks integration.
Click Connect.
You will be redirected to Intuit’s login page.
Log in to your QuickBooks account.
Click Connect to allow QuickBooks to share data with Kyrios.
Accept all permissions.
Return to Settings → Integrations.
Confirm QuickBooks shows as Connected.
Automatic Review Requests
After connecting QuickBooks:
A checkbox appears under the QuickBooks integration
This controls whether review requests are sent automatically when invoices are paid
You can enable or disable this option at any time.
Improved QuickBooks Integration for Non-US Countries
What Changed
Previously, non-US users experienced sync failures due to missing mandatory tax data. This has been resolved.
What’s Supported Now
Taxes can be created and attached to products
Invoices sync successfully with tax details included
How to Use
Go to Payments → Settings → Taxes.
Create a tax.
Attach the tax to a product when creating an invoice.
Auto Creation of Sales Receipts
When This Happens
Sales receipts are created in QuickBooks when payments are processed through:
Order forms
Calendar payments
Subscription payments
Membership checkouts
Customer Matching Logic
If a customer exists in QuickBooks with the same email:
The sales receipt is added to that customer
If no customer exists:
A new customer is created using the email from the transaction
One-Way Invoice Sync (Kyrios → QuickBooks)
What Syncs
A replica of each sent invoice
Total amount, including taxes and discounts
Invoice status updates:
Paid
Voided
Discount changes
Important Limitations
Existing invoices created before integration will not sync
Only invoices created after integration are synced
Customer Handling
Existing QuickBooks customer → invoice attached
No matching customer → new customer created
Import Previous Invoices from QuickBooks
You can import historical invoices to centralize records.
How to Import
Go to Settings → Integrations → QuickBooks Connect.
Choose the QuickBooks account.
Toggle Import Invoices.
Select a Start Date and End Date.
Configure sync preferences (including review requests).
QuickBooks Integration in Reputation Management
You can opt out of review requests when an invoice balance reaches zero.
Benefit
Full control over when review requests are sent
How to Disable
Go to Settings.
Navigate to Integrations → QuickBooks Integration.
Deselect Send Review Request to Contacts.
Important Notes
Only new leads are added as contacts after integration
It may take up to 5 minutes for new contacts to appear
Existing QuickBooks contacts are not synced automatically
To add older contacts:
Export them from QuickBooks
Import them into Kyrios using CSV
FAQ
What happens if I already have customers in QuickBooks?
Only new contacts created after integration are synced. Older contacts must be imported via CSV.
How do I enable or disable automatic review requests?
Go to Settings → Integrations → QuickBooks Integration and toggle Send Review Request to Contacts.
Can I sync invoices created before integration?
No. Only invoices created after the integration is established will sync.
How does the tax feature work for non-US users?
Create taxes in Payments → Settings → Taxes and attach them to products when invoicing.
What information is synced to QuickBooks?
New contacts
Sales receipts for payments
Invoices created in Kyrios
Invoice status updates
How long does contact syncing take?
Up to 5 minutes after the contact is created in QuickBooks.
How do I import previous invoices?
Go to Settings → Integrations → QuickBooks Connect, enable import, and select a date range.
What if customer emails don’t match?
A new customer is created in QuickBooks using the Kyrios transaction email.
Can I connect multiple QuickBooks companies?
No. Each account can connect to one QuickBooks Online company to prevent data conflicts.