QuickBooks Online (QBO) is a different shape from the field-service platforms above. It’s accounting-first, not job-first. Conduit pulls 5 data types: customers, vendors, items (pricebook), invoices, and bills. Authentication uses OAuth via Intuit’s official handoff.
This guide walks the migration: connecting via OAuth, what transfers and what doesn’t (especially since QBO is accounting-shaped), and what to verify after.
01Connect to QuickBooks Online via OAuth
The OAuth handoff goes through Intuit’s standard flow. Conduit never sees your QBO password.
- Open Conduit’s migration wizard at Settings → Import Data → Import from Another Tool.
- Click the QuickBooks Online tile.
- Click Connect Account. A new window opens to Intuit.
- Sign in with your Intuit ID.
- Intuit asks: “Do you want to share data with Conduit for Contractors?” Click Connect.
- The popup closes. Conduit’s wizard advances to Pull Data.
If you have multiple QBO companies on the same Intuit ID, Intuit asks which company to connect. Pick the one for this Conduit account.
02What transfers
Conduit pulls 5 data types from QuickBooks Online:
- Customers. Names, emails, phones, billing addresses, customer type (residential / commercial — best-effort mapped from QBO sub-customer or job hierarchy).
- Vendors. Vendor records become Conduit Vendors (used for purchase orders, bills, and the vendor portal).
- Items. QBO’s item list becomes your Conduit pricebook. Each item maps to name, description, unit (best-effort), price, cost (when present in QBO).
- Invoices. Customer invoices with line items, totals, payment status, dates.
- Bills. Vendor bills become Conduit Bills, linked to vendors. Useful for AP tracking and three-way match against POs.
Each record gets a qbo_external_id for re-import idempotency.
03What doesn’t transfer
QBO has a lot of data that doesn’t fit Conduit’s job-centric model:
- Journal entries, ledger transactions. Accounting plumbing doesn’t transfer; Conduit isn’t a replacement for accounting software, it’s a job-management layer that integrates with accounting.
- Bank feeds, reconciliations. Stay in QBO.
- Time tracking via QuickBooks Time. Conduit’s time tracking starts fresh. If you use QB Time today, decide whether to switch to Conduit’s time tracking or keep both.
- Tax tracking. Tax codes don’t transfer; Conduit applies a flat default tax rate from your company settings, override per-record.
- 1099 contractor tracking. Vendor 1099 status is a QBO concept, not a Conduit concept.
- Reports and report customizations. P&L, A/R aging, cash-flow reports get rebuilt in Conduit’s Analytics page from the imported data.
04After import
- Spot-check customers. QBO customer hierarchies (parent + sub-customers, or “jobs” inside customers) flatten. Verify a few of your customers display correctly.
- Verify items in pricebook. Open the Conduit Pricebook. Items should match QBO’s item list, organized by category.
- Connect Stripe in Settings → Payments for invoice collection.
- Decide on bidirectional sync. Open Settings → Integration Hub → QuickBooks to optionally enable Conduit invoices flowing back into QBO. Recommended for accounting reconciliation; covered in a separate guide.
- Adjust tax handling. QBO tax codes don’t transfer; set your default tax rate in Settings → Company Profile, override per-record where needed.
Run QBO and Conduit in parallel for at least a billing cycle to verify totals match.