When to use it
- Bill from NEXOS CORE while keeping QuickBooks authoritative for accounting.
- Push approved quotes to QBO as estimates, and quotes/time/contracts as invoices.
- Auto-invoice recurring service contracts on schedule.
- Push approved timesheets to QBO as time activities.
- View synced invoices, payments, and products in NEXOS CORE without hitting the QBO API on every page.
Connecting
Connect under Settings → QuickBooks — a standard OAuth authorization to Intuit (per-tenant client credentials, with a sandbox toggle for testing). Tokens refresh automatically; a revoked token marks the connection inactive.What syncs which way
In (QuickBooks → NEXOS CORE): company info, products/services, customers (to companies), employees, invoices with line items, and payments — upserted into the local mirror. Invoices and payments pull incrementally after the first full sync. Out (NEXOS CORE → QuickBooks): estimates from quotes; invoices from time entries, tickets, quotes, and contracts; purchase orders; and time activities from approved timesheets. Cadence: a full sync runs every ~15 minutes and recurring billing scans hourly, plus a manual Sync Now.Good to know
- It’s one-way per data type, not a live two-way sync. An invoice you create pushes out and is mirrored back on the next sync, but later edits in NEXOS CORE don’t automatically re-push.
- Invoice sync skips any QuickBooks invoice whose customer isn’t yet mapped to a NEXOS CORE company.
- Product sync brings in Service and Non-Inventory items (not Inventory/Group or QBO system items).
- Timesheet push needs each user mapped to a QuickBooks employee first (in Settings) — unmapped users are skipped.