Accounting system connection

Module: Settings | Platform: Web

Connect Appello to QuickBooks Online or other supported accounting platforms for customer, vendor, invoice, and GL mapping.

Navigation

Sidebar → Settings → Accounting Integrations

Overview

The live connection UI matches Integrations & API → Accounting Integrations. The screenshot below is the same surface, captured for this finance-focused guide:

The accounting connection bridges Appello's operational and financial data with your accounting software. Once connected, customers, invoices, expenses, and tax codes can sync between systems — eliminating double entry and keeping your books in step with field operations.

Step	Description
Choose platform	Select QuickBooks or another provider from the dropdown.
Authorize	Complete OAuth in the provider's window.
Map	Align customers, vendors, accounts, and sync direction per your implementation.

QuickBooks integration features

Feature	Description
OAuth Connection	Secure authorization using QuickBooks' standard OAuth flow — no passwords are stored in Appello.
Bi-Directional Sync	Data can flow from Appello to QuickBooks and vice versa, depending on configuration.
Automatic Sync	Once connected, syncs run automatically on a schedule (typically every few hours).
Manual Sync	Trigger a sync on demand from the integration settings page.
Sync Status Dashboard	View the last sync time, record counts, and any errors or warnings.
Disconnect	Revoke the connection at any time without affecting historical data in either system.

What syncs between Appello and QuickBooks

Data Type	Direction	Details
Customers	Appello → QuickBooks	Customer records created in Appello sync to QuickBooks as customers.
Vendors	Appello → QuickBooks	Vendor records sync to QuickBooks for bill tracking.
Invoices	Appello → QuickBooks	Invoices generated in Appello push to QuickBooks with line items, tax, and totals.
Payments	QuickBooks → Appello	Payment records in QuickBooks update invoice status in Appello.
Expenses / Bills	Appello → QuickBooks	Approved expenses and material order costs sync as bills or expenses.
Tax Codes	QuickBooks → Appello	Tax rates and codes from QuickBooks can be imported into Appello's tax settings.
Chart of Accounts	QuickBooks → Appello	GL account codes pull from QuickBooks for mapping revenue and expense categories.

Setup steps

1. Navigate to Settings → Accounting Integrations.
2. Select QuickBooks Online from the platform dropdown.
3. Click Connect — a QuickBooks authorization window opens.
4. Log in to your QuickBooks account and authorize Appello to access your data.
5. Once authorized, you are returned to Appello with a confirmation of the active connection.
6. Map customers — match existing Appello customers to QuickBooks customer records, or choose to auto-create.
7. Map accounts — assign GL account codes for revenue, expenses, and cost categories.
8. Map tax codes — align Appello tax rates with QuickBooks tax codes.
9. Set sync preferences — choose which data types sync and in which direction.
10. Run an initial manual sync to verify the connection and review results.

Field mapping

Appello Field	QuickBooks Field	Notes
Customer Name	Customer Display Name	Matched by name or manually linked.
Invoice Number	Invoice Doc Number	Appello invoice numbers carry over to QuickBooks.
Invoice Line Items	Line Items	Description, quantity, rate, and amount map directly.
Tax Rate	Tax Code	Mapped during setup; must match between systems.
Invoice Total	Total	Calculated total including tax.
Payment Amount	Payment	Payments recorded in QuickBooks update Appello.
Expense Category	Account	Mapped to the appropriate GL account.

Troubleshooting

Issue	Resolution
Connection Expired	QuickBooks OAuth tokens expire periodically. Re-authorize by clicking Reconnect in the integration settings.
Sync Errors	Check the sync status dashboard for specific error messages. Common causes include unmapped customers or missing tax codes.
Duplicate Records	If customers exist in both systems before connection, use the mapping step to link them rather than allowing auto-creation.
Missing Invoices	Verify the invoice was approved/finalized in Appello before the sync ran. Draft invoices do not sync.
Tax Mismatch	Ensure tax codes are mapped correctly. Mismatched rates will cause line-item discrepancies.
Slow Sync	Large initial syncs may take time. Subsequent incremental syncs are faster. If syncs consistently lag, contact support.

How the accounting connection relates to other features

Feature	Relationship
Invoicing	Finalized invoices sync to QuickBooks automatically, reducing manual bookkeeping.
Expenses	Approved expense records push to QuickBooks as bills or expense entries.
Material Orders	Material costs linked to jobs can sync as vendor bills.
Tax Settings	Tax rates in Appello should align with QuickBooks tax codes for accurate invoicing.
Billing Report	The billing report reflects invoice and payment status, including QuickBooks sync status.
Customers / Vendors	CRM records stay in sync between Appello and QuickBooks.

Related

• Integrations & API — Twilio, API credentials, and accounting in one place.
• Billing report
• Tax Settings