Connecting QuickBooks Online

Push customers, invoices, and payments from Loyva into QuickBooks Online so your accountant works in one ledger.

Connect QBO

  1. Open Settings → Integrations as an Admin.

  2. Click Connect QuickBooks Online.

  3. Sign in to Intuit and choose the company file.

  4. Approve the requested scopes. You'll be returned to Loyva with the card marked Connected.

What syncs

Loyva runs a strict three-step sequence on every invoice:

  1. Find or Create Customer: Loyva looks up the customer in QBO by display name and creates one if missing.

  2. Create Invoice: line items, RMR, taxes, and notes copy over to a new QBO invoice.

  3. Record Payment: when Stripe marks the invoice paid, Loyva records a matching payment against the QBO invoice.

Token refresh

QuickBooks refresh tokens are rotated by Intuit on every refresh. Loyva's quickbooks-token-refresh function handles this automatically. If a refresh fails (usually because Intuit revoked the connection after 100 days of inactivity), the card switches to Reconnect needed and you click once to re-authorize.

Note: Only one QBO company can be connected per organization. Switching companies requires disconnecting and connecting again.