Dubsado

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Connect Dubsado to your accounting software and other tools, and keep your data in sync

Third party connections

How to connect your QuickBooks Online account to Dubsado and configure invoice and payment syncing.

Connect your QuickBooks Online account

If you collect sales tax or use a non-US version of QuickBooks, there are a few tax settings to get right so your invoices sync cleanly.

QuickBooks and tax in Dubsado

Understand each QuickBooks sync status and manually sync an invoice, its payments, or a batch of invoices at once.

Manually sync invoices and payments with QuickBooks

Connect Dubsado to QuickBooks Online and keep your invoices and payments in sync.

QuickBooks

An overview of how Dubsado's Xero integration syncs invoices and payments, what data moves between the two systems, and what to expect before you connect.

Understand the Xero integration

Understand each Xero sync status and manually sync an invoice, its payments, or a batch of invoices at once.

Manually sync invoices and payments with Xero

If the Xero account you want is not appearing in the Payment account dropdown, fix one of two settings on the account in Xero.

The Xero payment account I want to connect is not showing up in the dropdown

Set up the Xero integration and sync your invoices and payments.

Xero

Connect Dubsado to Zapier and start automating tasks across thousands of other apps.

Connecting with Zapier

A reference list of every trigger and action Dubsado offers in Zapier, the information each one can pass along, and ideas for using them.

Dubsado triggers and actions in Zapier

Link Dubsado to thousands of apps through Zapier, and learn which triggers and actions you can use to automate your workflows.

Zapier

Create a custom design with text, images, and links

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🖥️ Dubsado's Youtube Channel

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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