> ## Documentation Index
> Fetch the complete documentation index at: https://docs.horizonmanaged.com/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Online

> Connect QBO as your financial source of truth — sync products, customers, invoices, and payments in; push estimates, invoices, POs, and timesheets out

NEXOS CORE connects to your QuickBooks Online company so QuickBooks stays the
single source of truth for financial data. After a one-time OAuth connection,
NEXOS CORE periodically **pulls** your products, customers, employees, invoices,
and payments into a local mirror (for fast in-app display) and **pushes**
estimates, invoices, purchase orders, and approved timesheets out to QuickBooks.
Each data type flows in one direction.

## 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.