---
title: QuickBooks Online Integration
description: Connect Sortly to QuickBooks Online (QBO) on the Premium and Enterprise plans to send invoices and purchase orders to your QBO account.
---

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# QuickBooks Online Integration

Save time by sending invoices and purchase orders from Sortly straight to your existing QuickBooks Online (QBO) account, so you don't have to enter the same information twice. QBO is available on the Premium and Enterprise plans. This article walks you through connecting Sortly to QBO and where to learn how to use the integration.

Premium

Enterprise

In this article

1. [Connect to QBO](https://help.sortly.com/quickbooks-online-integration#h_01HMF6941JAAG534PGAWGM2HZH)
2. [Using the QBO integration](https://help.sortly.com/quickbooks-online-integration#h_01HMF6P45QPCTBAHZ273MZRM9M)
3. [Frequently asked questions](https://help.sortly.com/quickbooks-online-integration#h_01KD6CXVC6KZH8EJVP66YQYBFN)

### Connect to QBO

Prefer to set up the connection once and then send documents from within Sortly? Connect your QBO account from the Integrations page on web.

1

In the left menu, select Integrations.

2

Select QuickBooks.

![Sortly Integrations page with the QuickBooks card highlighted](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/quickbooks-online-integration1.png)

3

Select Connect to QBO.

![QuickBooks Online setup page with the Connect to QBO button](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/22173501269275-1.png)

4

Follow the onscreen prompts to connect your existing QBO account.

5

Once connected, the page shows Manage QBO in place of Connect to QBO.

![QuickBooks Online setup page showing the Manage QBO button after connecting](https://help.sortly.com/hubfs/Knowledge%20Base%20Import/22173461490331-1.png)

---

### Using the QBO integration

For more information on how to use the QuickBooks Online integration, see these articles:

- [Invoices](https://help.sortly.com/invoices?hsLang=en)
- [Purchase Orders](https://help.sortly.com/purchase-orders?hsLang=en)

---

### Frequently Asked Questions

Can I use QuickBooks Online with the Ultra plan?

QuickBooks Online export isn’t available on the Ultra plan right now. This feature is currently included only with Premium and Enterprise subscriptions.

If you’d like access, you can [upgrade your plan](https://app.sortly.com/change-plan) (or [contact our Support Team](https://help.sortly.com/how-do-i-contact-the-sortly-support-team?hsLang=en) to confirm the best option for your account).

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