Once Mallow is connected as your source of truth, create all recurring invoices in Mallow only. The integration automatically creates matching invoice records in QuickBooks Online for you. Your clients pay through Mallow, so you no longer need active recurring invoices in QuickBooks—you can turn them off or delete them.
What does the Mallow x QBO integration do?
The Mallow integration with QuickBooks Online (QBO) is designed to eliminate manual data entry and simplify your end-of-month reconciliation. By connecting the two platforms, you can leverage Mallow’s streamlined invoicing and low processing fees while maintaining a robust, up-to-date general ledger in QuickBooks.
How the Integration Works
Once the integration is active, Mallow acts as a "source of truth" that automatically updates your accounting records in real-time:
Automated Invoice Creation: Every time you create an invoice in Mallow, the integration instantly generates a matching record in your QuickBooks Online account. There is no need to copy data or double-entry line items.
Payment Sync: When a customer pays an invoice through Mallow, the integration creates a linked QuickBooks Payment record against that invoice and updates the balance.
Accurate Records: Because the data syncs directly, you eliminate the risk of human error, ensuring your financial reports and tax documents are always accurate.
Key Benefits
Time Savings: Stop spending hours each week manually syncing your sales data.
Seamless Reconciliation: Easily match your bank deposits with your QuickBooks records.
Best of Both Worlds: Enjoy the simplicity and low transaction costs of Mallow without losing the professional accounting depth of QuickBooks Online.
Common Questions
What happens to my existing recurring invoices in QuickBooks Online?
What if the invoice already exists in QuickBooks?
When a Mallow invoice shares the same invoice number as an existing QuickBooks record, Mallow updates the existing invoice rather than creating a duplicate. For the full matching rules and payment behavior, see How Mallow reconciles with existing QuickBooks invoices.