What the QuickBooks Integration Does
The QuickBooks integration automatically sends your SimpleDVM invoices, payments, and client records to your QuickBooks Online account. Once connected:
New invoices created in SimpleDVM automatically appear in QuickBooks
New payments recorded in SimpleDVM automatically appear in QuickBooks
You can manually sync existing invoices, payments, and clients at any time
The integration is set up per location. If you have multiple locations, each one connects to its own QuickBooks company.
How to Connect QuickBooks
Navigate to QuickBooks from the main sidebar menu.
Select the location you want to connect from the dropdown at the top.
Click Connect QuickBooks.
A new window will open — sign in to your QuickBooks Online account.
Select the QuickBooks company you want to connect to SimpleDVM.
Once authorized, the window will close automatically.
Back in SimpleDVM, select a Tax Rate from the dropdown — this determines which QuickBooks tax code is applied to your synced invoices.
Your integration is now active. You should see your QuickBooks company name displayed on the integration card.
Note: The tax rate you select does not change how taxes are calculated in SimpleDVM. It only determines the tax code used when syncing invoices to QuickBooks.
Syncing Records to QuickBooks
Automatic Sync
After setup, new invoices and payments are automatically sent to QuickBooks when they are created in SimpleDVM. No action is required on your part.
Manual Sync
For records that existed before the integration was set up, you can sync them manually:
Invoices — Open the invoice and click Sync with QuickBooks in the invoice details section.
Clients — Open the client profile and click Sync with QuickBooks in the Account Info section.
Payments — Open the payment details and click Send to QuickBooks.
Once a record is synced, the button changes to View in QuickBooks, which opens the record directly in your QuickBooks dashboard.
Troubleshooting
"QuickBooks Connection Lost" Warning
If you see a yellow banner that says "QuickBooks Connection Lost", your QuickBooks authorization has expired. This can happen if:
Your QuickBooks account password was changed
Access was revoked from within QuickBooks
The authorization token expired and could not be renewed automatically
To fix this:
Click Reconnect QuickBooks on the warning banner.
Sign in to your QuickBooks account in the popup window.
Authorize SimpleDVM again.
Your integration will resume working — no data is lost.
The Setup Popup Closes but Nothing Happens
If the QuickBooks authorization window closes and you see a loading screen that never completes:
Close the loading dialog by clicking Cancel.
Refresh the page.
Try clicking Connect QuickBooks again.
Make sure your browser allows popups from SimpleDVM.
I Don't See My Tax Rates
Tax rates are loaded directly from your QuickBooks account. If the dropdown is empty:
Verify that you have tax rates configured in your QuickBooks Online account.
Try refreshing the page.
If the issue persists, disconnect and reconnect the integration.
An Invoice or Payment Did Not Sync
If a specific record did not appear in QuickBooks:
Open the invoice or payment in SimpleDVM.
Click Sync with QuickBooks to send it manually.
If you see an error, try refreshing the page and syncing again.
If the error persists, check that your integration is still active — look for the company name on the QuickBooks page.
I Want to Connect a Different QuickBooks Company
Navigate to QuickBooks from the sidebar.
Click Disable Integration (red button at the bottom of the integration card).
Click Connect QuickBooks to start the setup again with a different company.
Important: Disabling the integration does not delete any records already synced to QuickBooks. It only stops future automatic syncing.
Frequently Asked Questions
Can I connect multiple locations to the same QuickBooks company?
Each location has its own independent QuickBooks connection. You can connect multiple locations to the same QuickBooks company if needed.
Does disconnecting delete my data in QuickBooks?
No. All records that were already synced remain in QuickBooks. Disconnecting only stops new records from being sent.
Can I change the tax rate after setup?
Yes. You can change the tax rate at any time from the QuickBooks integration page. The change applies to future syncs only.
What happens if my QuickBooks subscription lapses?
The integration will show a connection error. Once your QuickBooks account is reactivated, reconnect the integration from SimpleDVM.
If you're still experiencing issues after following these steps, contact our support team and include the name of the location and a description of what you see on screen.