Mapped records
View pairs linked between systems, search both sides, and adjust mappings when names or IDs change.
- Mapped tab for in-sync masters
- Side-by-side Conrep vs QuickBooks columns
- Map, skip, or move records from the UI
QuickBooks
Sync Conrep with QuickBooks Online
Authenticate your QuickBooks company, map divisions and master data, then import or export customers, vendors, invoices, bills, and payments — with a staging mode that helps you match existing records instead of creating duplicates.
OAuth connection
Record mapping
Sync & logs
Typical finance setup
1
Connect QuickBooks
Sign in with Intuit OAuth and create a QuickBooks connection profile tied to your Conrep division(s).
2
Choose sync behavior
Per entity, enable automatic import, staging-only import, automatic export, or no sync — plus company-wide toggles for vendors, invoices, bills, and more.
3
Map & run sync
Resolve “not in QuickBooks” and “not in Conrep” lists, then run QuickBooks SYNC and review counts and status in sync logs.
QuickBooks Data workspace
The QuickBooks Data screen in Conrep centers on a QuickBooks SYNC action and side navigation for each configured entity (customers, vendors, items, invoices, and other enabled modules). Open QB Settings from the gear icon to control what moves in each direction.
QuickBooks SYNC
Per-entity tabs
QB Settings
Connection profiles
QuickBooks → staging
Map records
Conrep masters
Export to QB
Import automatic (IA)
New QuickBooks records can be created automatically in Conrep when they appear in sync — ideal when Conrep should mirror QB masters quickly.
Import staging (IS)
Data lands in a staging area first so you manually map QuickBooks rows to existing Conrep records and avoid duplicate customers or vendors.
Export automatic (EA)
Records originating in Conrep can be pushed to QuickBooks on sync — for example invoices or vendors your team creates in the ATS/back office.
Add to QuickBooks
From mapping screens, send selected Conrep rows to QuickBooks when they are queued as “not in QuickBooks” and ready to export.
What you can sync
Enable modules in QB Settings and entity-level options in company QuickBooks settings. Exact modules depend on your Conrep configuration.
CustomersImport baseline
VendorsExport optional
InvoicesAR export
BillsAP sync
PaymentsReceived & checks
Bank transactionsCash activity
GL accountsChart of accounts
Net termsPayment terms
Customers, net terms, and GL accounts are core lookup data for integrations; vendors, invoices, bills, AP invoices, employees, and bank activity are controlled per company sync options.
Mapping & exception handling
Every entity tab shows where Conrep and QuickBooks agree — and where they do not.
Not in QuickBooks
Conrep rows that have no QuickBooks counterpart yet — export them or turn on auto-create vendors/customers in QB Settings.
- Push individual records to QuickBooks
- Auto-vendor / auto-customer options
- Effective date on sync options
Not in Conrep
QuickBooks-only rows waiting to be imported or linked — especially common when staging import is enabled.
- Match to an existing Conrep record
- Import automatic path when IA is on
- Counts for modified-after-sync states
Connections, divisions & visibility
Finance admins control who syncs what and how failures surface.
QuickBooks connections
Create named connection profiles, associate them with Conrep divisions, and run OAuth sign-in per QuickBooks company.
Division mapping
Map each profile to one or more internal divisions so multi-entity staffing firms sync the right books per operating unit.
Sync & logs
See per-module record counts, last sync time by profile, and statuses such as synced, unmapped, skipped, or errors.
Entity QB settings
Older and module-specific settings screens let you pick import/export mode per QuickBooks table and income account types where required.
Invoice export pipeline
Conrep queues invoice rows for export; the OAuth sync loop pushes approved transactions to QuickBooks with logging for troubleshooting.
IIF export (legacy)
For teams on QuickBooks Desktop, Conrep can still generate IIF import files from selected invoices to load manually into QuickBooks.
Common questions
Does Conrep support QuickBooks Desktop and Online?
QuickBooks Online is the primary path: OAuth connect, API sync, and the QuickBooks Data workspace. QuickBooks Desktop teams can use IIF file export for certain invoice scenarios; ask Conrep which modules are enabled for your company.
What is staging import vs automatic import?
Staging (IS) pulls QuickBooks data into a holding area so you map each row to an existing Conrep record. Automatic import (IA) creates new Conrep records when QuickBooks has data you have not seen before — faster, but requires clean master data.
Can Conrep create vendors or customers in QuickBooks for us?
Yes. QB Settings includes options to always create unmapped customers or vendors in QuickBooks during sync, in addition to manual “add to QuickBooks” actions from mapping screens.
Why do bills fail to sync?
Typical causes are unmapped vendors or missing GL accounts in QuickBooks. The sync log and mapping tabs highlight unmapped masters so you can link them before retrying export.
Do we need a connection per division?
You can define multiple QuickBooks connection profiles and assign divisions to each profile — useful when different brands or entities have separate QuickBooks companies.
Walk through QuickBooks SYNC on a demo
We will connect a sandbox company, map a customer and vendor, show staging vs automatic import, and review sync logs after an invoice export.
Close the gap between placements and books
Schedule a demo to see how Conrep connects staffing operations to QuickBooks Online with controlled sync and mapping.