Video walkthrough: Connecting QuickBooks Online to Digit
Watch this video to see how to authorize the QuickBooks connection, configure your account mapping, and import your data into Digit.
Getting started
Navigate to the integration setup from your Digit settings.
Go to Settings in the left side panel.
Click Integrations.
Locate QuickBooks Online and click Get started.
A setup modal will appear, guiding you through the three steps to complete the integration.
Step 1: Connect your QuickBooks account
Authorize Digit to connect to your QuickBooks Online account.
Click Connect to QuickBooks. A pop-up window will open, prompting you to log in to your QuickBooks account.
Log in and click Connect to authorize the connection.
Once authorized, the pop-up will close, and the modal will display a notice confirming the connection is in progress.
Click Next to proceed to step 2.
Once the connection is established, the modal will update to show a green confirmation message: You're ready to continue setup.
ℹ️ Note: The connection process usually takes a few minutes but could take up to a few hours. You can close this window and check back later if needed.
Step 2: Map your accounts
Define how transactions will flow from Digit into QuickBooks by mapping to the correct accounts in your chart of accounts.
For Sales orders, select the invoice account where invoices will be recorded.
For Purchase orders, select the bill account where bills will be tracked.
Once both accounts are mapped, click Next.
💡 Digit Tip: The available accounts are pulled directly from your QuickBooks chart of accounts. Make sure you select the ones that match your accounting setup.
The options you select in Digit will only be used if you have not already assigned accounts to your Products/Services in QuickBooks. It will not override existing values.
⚠️ Required fields: Both the invoice account and bill account fields must be filled in before you can proceed. You will not be able to advance to the next step until both are selected.
Step 3: Import your data and turn on sync
Choose which existing QuickBooks data you want to pull into Digit during initial integration.
Toggle on the categories you want to import — such as Vendors, Customers, and Items.
Click Start import. Each category will update to Import in progress while the data is being pulled in.
Once complete, the status will change to Import complete and Sync on, confirming the process is finished.
Click Close to exit the modal.
✅ Best practice: Depending on how much data is in your QuickBooks account, it may or may not make sense to import all data during initial setup. If you have any questions, feel free to discuss your use case with your Digit Customer Success Manager.
📘 Digit Tip: If a vendor, customer, or item is missing from QuickBooks when pushing an order, Digit will automatically create it for you.
QuickBooks Online is now connected
Back on the Integrations page, you will see QuickBooks Online listed with a Sync on badge confirming the connection is active.
Managing your QuickBooks Online integration settings
Click Settings on the QuickBooks Online integration card at any time to reconfigure your account mapping, manage invoicing controls, import or export data, or disconnect the integration.
Account mapping
Choose to send a sales or purchase order from Digit to QuickBooks Online, including partial orders, and set which QuickBooks chart of accounts each maps to.
ℹ️ Note: Changes you make here only affect new items. To change values for items you’ve already synced, edit them directly in your QuickBooks Online account.
Invoicing and billing controls
Allow invoicing and billing above ordered quantity
By default, Digit won't let you bill or invoice more than what was originally ordered. Some workflows call for going beyond that, for example, replacing damaged items or correcting a prior order. This setting lets your organization opt in when needed. Once enabled, a confirmation warning displays before the invoice or bill is sent to QuickBooks Online, so users can tell the difference between standard billing and this voluntary override.
Allow invoicing unfulfilled sales orders
Normally, an invoice in Digit has to be tied to a sales order or to a shipment on that sales order, which means invoicing happens once items have shipped. If your organization needs to bill before fulfillment for a deposit or prepayment, for instance, this setting lets users create an invoice for a sales order that hasn’t been fully shipped or fulfilled yet.
Importing and exporting data
Import: Pull vendors, customers, and items from QuickBooks Online into Digit.
Export: Push your vendors, customers, and items from Digit to QuickBooks Online.
Disconnecting QuickBooks Online
Disconnecting won’t delete any of your data, but new updates won’t sync going forward.
Click Save to apply any changes you make in this panel.
FAQ
What data syncs between Digit and QuickBooks Online?
What data syncs between Digit and QuickBooks Online?
The following records sync between the two platforms: Items, Customers, Vendors, Invoices, and Bills.
When does data sync from Digit to QuickBooks Online?
When does data sync from Digit to QuickBooks Online?
Data is pushed to QuickBooks Online when you manually select the option from the Sales Orders or Purchase Orders table. At that point, Digit will also push any linked customers, vendors, or items that don't already exist in QuickBooks.
When does data sync from QuickBooks Online to Digit?
When does data sync from QuickBooks Online to Digit?
Most create and updates sync in real time. The exception is deletions, which have a sync delay of up to 10 minutes.
If I edit or add new records in one system, will they automatically sync in the other?
If I edit or add new records in one system, will they automatically sync in the other?
It depends on what was edited. If a linked invoice or bill is deleted in QuickBooks, Digit will automatically update the corresponding Sales Order or Purchase Order status back to uninvoiced. This can take up to 10 minutes. For any other changes to contacts, companies, or products made directly in QuickBooks, these won't sync back to Digit automatically. To pull in those changes, you can use the manual sync option in your integration settings. Note that this will pull in everything, not just the updated records.