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

# QuickBooks Online integration

> Integrate Gorelo with QuickBooks Online to sync clients, invoices, tax rates, payments, and more, with step-by-step setup and account authentication.

Gorelo integrates with QuickBooks Online which allows you to sync clients, invoices, tax rates, payments and more!

<Steps>
  <Step title="Navigate to Settings > Integrations." />

  <Step title="Click the ⚙️cog icon to configure QuickBooks." />

  <Step title="Click the Connect to QuickBooks button.">
    <Frame>
      <img src="https://mintcdn.com/gorelo/qTZ5d9j_QXZjqXH8/images/image-148.png?fit=max&auto=format&n=qTZ5d9j_QXZjqXH8&q=85&s=bad6792eb70acdf5a7ba1c771a270aa3" alt="Image 148" width="1375" height="661" data-path="images/image-148.png" />
    </Frame>
  </Step>

  <Step title="Log in with your QuickBooks account and allow access.">
    You will then be redirected back to Gorelo with a success message.

    <Frame>
      <img src="https://mintcdn.com/gorelo/qTZ5d9j_QXZjqXH8/images/image-149.png?fit=max&auto=format&n=qTZ5d9j_QXZjqXH8&q=85&s=cdfc25ed6fb4249d98bac77e3d03fe13" alt="Image 149" width="369" height="440" data-path="images/image-149.png" />
    </Frame>
  </Step>

  <Step title="Select a default Chart of Account (COA) code from the list.">
    This will be used for any item synced from Gorelo to QuickBooks that does **not** have a COA code applied automatically to the product/bundle/category.

    <Info>
      Gorelo recommends creating a new COA code such as '**4444 Uncoded from Gorelo**' to make it obvious when something synced without a legitimate COA code. If this code has just been created, then F5 refreshes while on the '*Integration with QuickBooks is successful*' screen so it appears, or start the integration again.
    </Info>
  </Step>

  <Step title="Select a default Tax Code from the list." />

  <Step title="Click the Complete QuickBooks Integration button." />
</Steps>

<Tip>
  **Tips!**

  * *Clients in Gorelo with identical names to Contacts in QBO will be mapped automatically*
  * Chart of Account (COA) codes can be set individually on the following levels:
    * Products
    * Bundles
  * Chart of Account (COA) codes can be set via [**Product Categories**](https://app.gorelo.io/Admin/admin-settings#billing#productcategories) and Subcategories — products/bundles will then inherit these COA codes.
</Tip>

## Optional settings

<Tabs>
  <Tab title="Set default tax rate ">
    <Steps>
      <Step title="Navigate to Settings > Billing > Invoice Settings." />

      <Step title="Click the Sync button in the top right corner to resync." />

      <Step title="Set your default tax rate.">
        Clicking the **Mark as default** button on the far right of your chosen tax rate.
      </Step>
    </Steps>
  </Tab>
</Tabs>

<Tip>
  **Tips!**

  * Tax rates can be set individually on the following levels:
    * Products
    * Bundles
    * Contract line items
    * Invoice line items
  * Tax rates can be set via [**Product Categories**](https://app.gorelo.io/Admin/admin-settings#billing#productcategories) and Subcategories — products/bundles will then inherit these tax rates
</Tip>

## How Gorelo syncs with QuickBooks Online

The following table explains how to use invoices in Gorelo to ensure they sync in QuickBooks Online, and vice versa.

| Action                      | Do it from                  |
| :-------------------------- | :-------------------------- |
| Creating an invoice         | Gorelo                      |
| Approving a drafted invoice | Gorelo or QuickBooks Online |
| Sending an invoice          | Gorelo                      |
| Posting a payment           | QuickBooks Online           |