--- title: "QuickBooks Online Integration Overview" slug: "quickbooks-online-integration" description: "QuickBooks Online integration with R365: supported data flows, setup requirements, and overview." updated: 2026-05-18T11:00:17Z published: 2026-05-18T11:00:17Z canonical: "docs.restaurant365.com/quickbooks-online-integration" --- > ## Documentation Index > Fetch the complete documentation index at: https://docs.restaurant365.com/llms.txt > Use this file to discover all available pages before exploring further. # QuickBooks Online Integration Overview The QuickBooks Online integration connects an existing QuickBooks Online environment to Restaurant365 so accounting data can move between the two systems. Once connected, Restaurant365 can either: - [Push accounting data to QuickBooks](/doc/docs/quickbooks-online-integration#data-push-to-quickbooks-online-qbo) - [Import vendor records from QuickBooks](/doc/docs/quickbooks-online-integration#quickbooks-vendor-import) - [Import a Chart of Accounts (COA) from QuickBooks](/doc/docs/chart-of-accounts-import) These capabilities are independent. An organization can use the data sync, vendor or COA import, or any combination of the three. > The options available for the QuickBooks integration depend on how it is accessed. See [QuickBooks Connection Window Buttons and Fields](/doc/docs/quickbooks-connection-window#quickbooks-connection-window-buttons-and-fields) below for details on which options are available in each context. --- ## Data Push to QuickBooks Online (QBO) The QuickBooks Online (QBO) integration streamlines the [transfer of essential financial data](/doc/docs/data-push-to-qbo) from R365 to QBO. Selecting **Complete** on supported transactions or records in Restaurant365 pushes data to QuickBooks and updates financial records. This applies to: - [AP Invoices](/doc/docs/ap-invoices-create-an-invoice) - [Daily Sales Summaries](/doc/docs/daily-sales-summary-dss) - [Inventory Counts](/doc/docs/inventory-counts-overview-security) - [Waste Logs](/doc/docs/waste-logs-overview-security) - [Item Transfers](/doc/docs/item-transfers-overview-security) When a transaction is marked **Complete:** - Invoices create corresponding bills in QuickBooks. - All other forms create journal entries keeping operational activity in Restaurant365 aligned with financial reporting in QuickBooks. > [!WARNING] > This push option is limited to customers with the Core Operations plan. ### QuickBooks Mapping Mapping determines how data is transferred between records in Restaurant365 and QuickBooks. Mapping is required before data can be pushed to QuickBooks. From the QuickBooks Mapping screen, mapping for QBO can be reviewed and updated. Mapping is organized into the following tabs: - **GL Accounts** Before data can be transferred to QuickBooks Online (QBO), GL accounts must be mapped. The [GL Accounts tab](/doc/docs/quickbooks-mapping-screen#qbo-gl-account-mapping-screen) is where each Restaurant365 GL account is linked to a corresponding QuickBooks account (External Account). These mappings determine how future GL activity is posted to QBO during the integration. From this tab, GL accounts can be reviewed and [mapped individually or in bulk](/doc/docs/manage-quickbooks-gl-account-mapping). Updates to mappings apply only to data synced after the change and do not affect previously synced transactions. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-AFLDZXU0.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) - **Vendors** Before vendor transactions can be synced to QuickBooks Online (QBO), vendors must be mapped. The [Vendors tab](/doc/docs/quickbooks-mapping-screen#qbo-vendor-mapping-tab) links Restaurant365 vendors to their corresponding QuickBooks vendors (External Vendors). These mappings determine how future invoices and vendor transactions are transmitted to QBO. From this tab, [vendor mappings can be reviewed and managed](/doc/docs/manage-quickbooks-vendor-mapping) individually or in bulk. Updates apply only to transactions synced after the change and do not affect previously synced data. > [!NOTE] > Vendors imported through the [Import Hub](/doc/docs/import-tool-page) are automatically mapped to their corresponding QuickBooks vendors during import. Vendors added to R365 outside of the Import Hub require mapping from this tab. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-68GTRVSF.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) - **Items** Before item-related transactions can be synced, items must be mapped. The [Items tab](/doc/docs/quickbooks-mapping-screen#qbo-items-tab) links Restaurant365 purchased items and recipe items to their corresponding cost and inventory accounts. These mappings determine how future entries for Waste Logs and Item Transfers post during the integration process. Item [mappings can be reviewed and managed](/doc/docs/manage-quickbooks-item-mapping) individually or in bulk, and changes apply only to transactions synced after the update. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-A0OAZGDF.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) - **Locations** Before location-based data can be synced, locations must be mapped. The [Locations tab](/doc/docs/quickbooks-mapping-screen#qbo-locations-tab) links R365 locations to QuickBooks Online classes, with the option to map multiple R365 locations to a single QBO class. This mapping determines how future transactions are classified when data is transmitted from R365 to QBO. [Location mappings can be reviewed and updated](/doc/docs/manage-quickbooks-location-mapping) individually or in bulk, and changes apply only to future syncs. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-2KP1EXRF.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) - **POS** From the [POS tab](/doc/docs/quickbooks-mapping-screen#pos-accounts-tab), the [POS Mapping Tool](/doc/docs/pos-mapping-tool) opens, where POS accounts imported from Point of Sales (POS) integrations can be reviewed and mapped. Mapping rules allow R365 to automatically map Sales Accounts, Payment Type Accounts, Job Titles, and Paid Out Types to the appropriate GL accounts. POS mappings determine how **future POS activity** posts to the general ledger when data is synced to QuickBooks Online. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XVMLQO7Y.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) --- ## Related Pages ### QuickBooks Connection window [Manage connected companies](/doc/docs/manage-the-quickbooks-online-integration) from the [QuickBooks Connection window](/doc/docs/quickbooks-connection-window). > Options available on the QuickBooks Connection window depend on how it is accessed. See [QuickBooks Connection Window Buttons and Fields](/doc/docs/quickbooks-connection-window#quickbooks-connection-window-buttons-and-fields) below for details on which options are available in each context. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-QWWK3X7T.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) ### QuickBooks Mapping Screen View, edit, and manage mapping from R365 to QBO on the [QuickBooks Mapping Screen](/doc/docs/quickbooks-mapping-screen). The QuickBooks Mapping screen is where users view and update mapping for all key data that flows from R365 to QBO. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-DH2ANPSL.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) ### Import hub In Beta This feature is in [beta](/doc/docs/user-research). Contact your CSM to learn more. The [Import hub](/doc/docs/import-tool-page) is a centralized page where onboarding imports are initiated. The Import hub supports: - [Chart of Accounts (COA) import](/doc/docs/chart-of-accounts-import): A one-time setup wizard used during onboarding to bring QuickBooks accounts into Restaurant365 either through manual file upload or via a QuickBooks Online connection. It includes steps for AI account matching, bank account review, through import completion. - [Vendor import:](/doc/docs/import-quickbooks-vendors) An import tool used to bring QuickBooks vendors details into Restaurant365 through a QuickBooks Online connection. It includes a [Vendor Import Screen](/doc/docs/quickbooks-vendors-import-screen) where vendors are reviewed, edited, and selected for import. The vendor import can be used multiple times. > The Chart of Accounts import is a one time tool. > > Both the Chart of Accounts import and Vendor import are accessed from the Import hub only. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-KVLJA9RN.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) #### QuickBooks Vendor Import Screen Review, edit, and select vendors for Import in the [QuickBooks Vendors Import screen](/doc/docs/quickbooks-vendors-import-screen) which is accessed from the Vendor Import in the Import Hub. ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-1O46SI0Z.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D) ### Classic QuickBooks Vendor Import The QuickBooks vendor import pulls vendors from all connected QuickBooks companies into a single table for review. In the [QuickBooks Vendor Import screen](/doc/docs/quickbooks-vendors-import-screen), warnings for incomplete or duplicate data are displayed and vendors are selected for [import into Restaurant365](https://docs.restaurant365.com/docs/lclassic-import-quickbooks-vendors). #### QuickBooks Vendors Import Screen Review vendor records, view warnings for incomplete data, and select vendors for import from the [QuickBooks Vendor Import screen](/doc/docs/quickbooks-vendors-import-screen). ![](https://cdn.us.document360.io/5c9d1111-0c69-4e96-8910-d7f2750fdc9d/Images/Documentation/image-XYE8E7BI.png?sv=2026-02-06&spr=https&st=2026-11-09T01%3A20%3A32Z&se=2026-11-09T02%3A20%3A32Z&sr=c&sp=r&sig=laO9eZfm5X9qc5xfb7zaJod%2B7ofwwAulIn0bTnTt2GA%3D)