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Integration

QuickBooks Integration

Sync invoices and payment records between MobDial and QuickBooks Online. Connect once via OAuth and keep billing records consistent between MobDial payments and your ledger — no double entry.

How it works

Connect once, stay consistent

QuickBooks is part of the MobDial integrations directory. Connecting takes a single OAuth authorization from your dashboard.

01

Connect via OAuth

From Settings > Integrations in your MobDial dashboard, select QuickBooks and click Connect. Authorization runs through a standard OAuth flow with your QuickBooks Online account — no API keys to copy or rotate.

02

Review permissions

The integration requests permission to read and write invoices and payments, access customer financial records, and manage payment transactions — the scopes it uses to keep records in sync.

03

Records stay in sync

Invoices and payment records sync with QuickBooks Online, keeping billing activity recorded in MobDial consistent with the ledger your finance team relies on.

Why sync

Cleaner books, less busywork

Simpler reconciliation

When invoice and payment records in MobDial and QuickBooks Online line up, reconciliation becomes matching records instead of hunting for missing ones.

No double entry

Stop re-keying invoices and payments into your accounting system by hand. Synced records mean fewer manual entries — and fewer manual mistakes.

Cleaner books for revenue ops

Call-center revenue moves fast. Keeping payment records consistent between MobDial and QuickBooks Online gives revenue and finance teams one shared picture of billing activity.

FAQ

Common questions

What does the QuickBooks integration sync?

The integration syncs invoices and payment records between MobDial and QuickBooks Online, keeping billing records consistent between payments processed in MobDial and your ledger.

How do I connect QuickBooks to MobDial?

From Settings > Integrations in your MobDial dashboard, select QuickBooks and connect through a standard OAuth flow with your QuickBooks Online account. There are no API keys to copy or rotate.

What permissions does the integration request?

The QuickBooks integration requests permission to read and write invoices and payments, access customer financial records, and manage payment transactions — the scopes it uses to keep invoice and payment records in sync.

Does MobDial replace QuickBooks?

No. MobDial handles payments and billing activity inside the platform, and the QuickBooks integration keeps those records consistent with QuickBooks Online — QuickBooks stays your system of record for accounting.

Keep MobDial and QuickBooks in sync

Create your MobDial account and connect QuickBooks Online from Settings > Integrations — or browse the full directory to see everything MobDial connects to.