Billing integration

QuickBooks Online

Invoices and payments correlated against PSA contracts and ticket activity. The first billing adapter — opens the billing pillar of the unified workspace.

Start 14-day free trial See pricing

What Vectis syncs

The read side of the adapter. Pulled on a schedule and available everywhere the customer account surface lives.

Customers — QuickBooks customers mapped to the same Vectis customer row as your PSA
Invoices with total, balance, status, due date, and line-item currency
Payments with invoice settlements (one row per payment / invoice touch)
Credit memos with balance + applied state
Webhook-driven state changes on invoice and payment updates (reduces poll traffic)

Read-only today

This adapter pulls data into Vectis but doesn’t write back into QuickBooks Online. Rules can still react to the synced data — for example, a Pax8 subscription change can open a ConnectWise ticket or a HaloPSA action. The write-back lands in the PSA, not in QuickBooks Online.

How it correlates

One customer, every tool.

Vectis is about QuickBooks Online joining your other systems around the customer account — not a standalone dashboard. Two concrete examples:

Service delivered, invoice never sent

A cross-engine rule joins tickets resolved in-period against invoices issued in-period, per customer. A customer with a non-trivial ticket count and zero invoices in the same window fires a margin-leak alert — the most expensive billing miss MSPs routinely make.

Invoiced MRR vs contracted MRR

The customer hub shows each account's invoiced-this-month total against its contracted monthly value. Drift flags up immediately rather than waiting for the quarter-end reconciliation.

Past-due posture per account

Overdue invoices feed into the account health score. A customer slipping on invoices AND spiking tickets simultaneously is the renewal-risk signal the CSM board should see without leaving Vectis.

Setup snapshot

What connecting looks like.

Click Connect QuickBooks in Vectis admin; you'll be redirected to Intuit to pick the realm (company) and authorize the scope. Phase 65 ships sandbox-first — connect a sandbox realm and confirm the sync before pointing production credentials at your live company. Intuit refresh tokens expire after 100 days; Vectis warns at 14 + 3 days and requires a one-click reconnect before the cutoff. Webhooks are optional but recommended: register the Vectis webhook endpoint in the Intuit developer app and paste the verifier token into Vectis to authenticate incoming deliveries.

Full setup guideavailable after signup

Try Vectis with QuickBooks Online.

14-day free trial. Connect QuickBooks Online at signup. See every customer with their full context on day one. Cancel anytime during the trial at no charge.

Start 14-day free trial All integrations