Published: 1 June 2026
Audience
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Admin
Objective
This article explains how to connect PSOhub to QuickBooks Online so that invoices created in PSOhub are automatically pushed to your QuickBooks account.
Prerequisites
You must have Admin access in PSOhub. You must have an active QuickBooks Online account with at least one product or service configured. In QuickBooks, the Category field on each product or service must be empty. If it is not, the integration will fail. Custom Transaction Numbers in QuickBooks must be switched Off (under Account and Settings in QuickBooks). If this setting is On, invoices will sync without a visible invoice number in PSOhub.Steps
Open Integrations in PSOhub
- Go to Settings (gear icon) in the left navigation.
- Click Integrations.
- Select the Business Unit Apps tab.
- Select the business unit you want to connect to QuickBooks from the Select a Business Unit dropdown.
Connect QuickBooks Online
5. Click Connect on the QuickBooks tile.
6. A confirmation dialog will appear: "This will connect your organization to QuickBooks. Any other integration with a financial package in PSOhub will be removed. This action cannot be overturned."
7. Click Proceed.
Authorize the Connection in QuickBooks
8. You will be redirected to the Intuit login page. Select your QuickBooks account or sign in with your credentials.
9. Enter your Intuit password and click Continue.
10. On the authorization screen, review the data sharing agreement and click Connect to allow PSOhub to access your QuickBooks data.
Test the Connection
11. After authorizing, you will be returned to PSOhub and the Test Connection screen will appear (Step 3 of the setup wizard).
12. PSOhub will display a default product or service from QuickBooks. You can overwrite this with the name of another product or service if needed.
📌 Note: The service name you enter here becomes the default value PSOhub uses when sending invoices to QuickBooks. You can update this default at any time in Settings > Financials > GL Accounts.
13. If you use a non-US version of QuickBooks Online, leave the I use the non-US QuickBooks Online checkbox unchecked. If you use the US version, check the box, then click Next.
14. If you want PSOhub to automatically push invoices directly to your customers in QuickBooks once sent, check the Automatically send invoice to the customer checkbox. Leave it unchecked if you want to control sending from QuickBooks. Click Next.
15. Click Test. PSOhub will create a test invoice and contact in QuickBooks.
📌 Note: A test invoice and contact will be created in QuickBooks. Remember to delete these afterwards in QuickBooks.
16. If the test is successful, a success message will appear. Click to complete the setup.
17. If an error message appears, review the error details and contact PSOhub support via live chat if needed.
Result
QuickBooks Online is now connected to PSOhub for the selected business unit. Future invoices created and sent from PSOhub will be automatically pushed to QuickBooks.
Existing invoices that were created before the integration was set up are not affected.
⚠️ Important: If you make changes to an invoice directly in QuickBooks after it has been pushed from PSOhub, those changes will not sync back to PSOhub. Always make invoice adjustments in PSOhub to keep your project data accurate.
Next Steps
✅ Map contract lines to QuickBooks classes
Use class mapping to automatically categorize invoices by department or service type when they are pushed to QuickBooks.
How to map contract lines to classes in QuickBooks Online
✅ Set invoice due dates
Configure the default number of due days in PSOhub so that invoice due dates appear correctly in QuickBooks.
Configure invoice settings in PSOhub
✅ Send your first invoice to QuickBooks
Create and send an invoice from a project to verify the full integration is working end to end.
How to create and send an invoice in PSOhub