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Account & Team

Connect QuickBooks

Connect QuickBooks Online once in Settings → Integrations, choose your invoice options, and every finished estimate is one click from a draft invoice.

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Connecting QuickBooks Online is a one-time, admin-only setup. After that, anyone on the team can send a finished estimate to QuickBooks as a draft invoice.

Connect

  1. Open Settings → Integrations (Admin only, on Basic and above).
  2. Click Connect under QuickBooks Online.
  3. You're taken to Intuit to sign in and approve the connection, then brought back to Wave.

The panel shows the connected company name once it's live.

Invoice options

Two settings control how invoices are built:

  • Product/Service — which QuickBooks Product/Service your invoice lines reference. Default is a Wave-created "Wave Services" item; pick one of your own if your books are organized around it (its QuickBooks account mapping then applies).
  • Line detail — every line item on the invoice, or one summary line per room.

Disconnect or reconnect

Disconnect is a deliberate two-step in the same panel. If QuickBooks drops the connection on its end (it happens — revoked access, expired authorization), the panel shows a Reconnect prompt; reconnecting keeps your invoice options.

Availability

The QuickBooks integration is available on Basic and above. The Integrations tab appears in Settings only when your plan includes it. See Plans and limits.

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