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ADR Notable’s Integration with QuickBooks Online

 Connect your firm's QuickBooks Online account so your ADR Notable invoices and invoice payments flow into QuickBooks automatically. Set it up once, and from then on your billing stays in sync — with a manual sync option available for anything still pending.

At a glance

  1. Turn on the QuickBooks Online firm feature

  2. Connect your QuickBooks Online account (OAuth)

  3. Map ADR Notable items and accounts in QuickBooks Settings

  4. Invoices and payments then sync automatically

  5. Use QBO Sync to manually sync anything still pending

Jump to: How does syncing work?

Before you start

  • You must be a firm administrator with billing/billable edit permission.
  • You need a QuickBooks Online account to authorize.
  • Connection controls and settings appear only after the QuickBooks Online firm feature is enabled.

Step 1 — Enable the QuickBooks Online feature  

  1. Open your firm in Manage Firms.
  2. In the firm's feature settings, turn the QuickBooks Online toggle to Yes.
  3. Once enabled, the Edit Firm page shows the QuickBooks connection controls.

Step 2 — Connect your QuickBooks Online account  

  1. Select Connect QuickBooks Online Account.
  2. You're redirected to Intuit to authorize ADR Notable. Sign in and approve access.
  3. Intuit returns you to ADR Notable, which finishes the connection and returns you to your firm's Edit Firm page.

Step 3 — Map items and accounts (QuickBooks Settings)  

After connecting, a QuickBooks Settings card appears on the Edit Firm page. This section lets you map ADR Notable items and accounts to QuickBooks Online.

The mapping fields include:

 ADR Notable field    Map it to (in QuickBooks Online)  
Service Billables   Your Time/Labor service.  
Service Billables Account   The default account for service billables / operating account.  
Late Fees   Your Late Fees service.  
Late Fees Account   The default account for late fees.  
Expense Billables / Account   Your expense service and its account.  
Previous Balances / Account   The item and account for previous balances 
Adjustments / Account   The item and account for adjustments. 
Advance Fee / Account   The item and account for advance fees. 
Credit Balance / Account   The item and account for credit balances.  
Accounts Receivable   Your A/R account. 
Trust Liabilities Account   Your trust liabilities account.  
Operating Account   Your operating account.  

How does syncing work?

Once your firm is connected and your items/accounts are mapped, invoices and payments sync to QuickBooks Online automatically. You can watch the sync state on the Qbo Sync status columns, and step in with a manual sync for anything that is still pending.  

Both the invoice list and the payments table show a Qbo Sync column (when your firm is connected) that will display a Sync Status indicator:  

Status Indicator  What it means
Green Check  Synced to QuickBooks Online successfully.  
 Exclamation icon (“Never Synced”)  Still pending — not yet synced, with no error. 
 Red error icon    A sync error occurred — hover to read the message returned by QuickBooks.  
 “—” (dash)    Not applicable (for example drafts, certain invoice types, or void payments).  

Manual syncing

Pending Invoice

  1. Open the invoice list (the Qbo Sync column appears when your firm is connected).
  2. On an eligible, still-pending invoice, choose the QBO Sync action.
  3. ADR Notable shows “Syncing invoice. Please wait…” and refreshes the list when done.

Pending payment

  1. Open an invoice's Details and view the payments table.
  2. For a pending (unsynced, non-void) payment, choose QBO Sync from the actions menu.
  3. The payment data reloads with its updated sync status.

 What syncs?

  • Invoices and invoice payments sync to QuickBooks Online.
  • Mapping: ADR Notable billable categories, tax products, and accounts map to your QuickBooks items/accounts.
  • Not covered here: there is no separate customer, contact, or inventory-item sync in this integration.