QuickBooks Online

Connect QuickBooks Online to ingest invoices and detect mismatches against signed contracts to catch billing drift early.

Integration Summary

Meshly connects to QuickBooks Online to ingest invoices and detect mismatches against signed contracts, helping finance teams catch billing drift before it impacts revenue.

What this integration enables

Meshly automatically ingests saved and sent invoices from QuickBooks, extracts key fields, and flags mismatches in payment terms, PO numbers, and contract value.

Prerequisites

Access requirements: Admin access in QuickBooks
System permissions: Admin access in Meshly

How to Connect

Steps at a high level:

Go to Settings and open the Integrations tab.
Click QuickBooks and select Connect.
Sign in to Intuit and authorize access.

Meshly Settings Integrations tab showing QuickBooks connect option — Settings → Integrations: Connect QuickBooks.

Intuit/QuickBooks authorization screen requesting access — Grant access to QuickBooks.

QuickBooks company selection screen during connection — Select the company to connect (if prompted).

What happens immediately after connection

Meshly begins ingesting saved and sent invoices.
Invoices appear as contract rows in Meshly.
Key invoice metadata is extracted and stored.

Data Meshly Ingests

Objects

Invoices

Object states

Saved
Sent

Update behavior

New and updated invoices are ingested and reprocessed as they change.

What Meshly Checks

Payment terms mismatch: Avoid revenue timing errors.
PO missing or mismatch: Prevent fulfillment risk and audit gaps.
Contract value mismatch: Catch under-billing or over-billing.
Discount anomalies: Flag unusual or out-of-policy discounts.

Drift Detection

Matching

Meshly automatically matches records across sources.

Outputs

UI flags with severity levels
CSV export entries with violation reasons

Reports

Filter by source, date range, customer, and amount.
Export CSV for reconciliation and audit trails.

Scope and Limitations

Explicit non-support list

Tax code mapping rules
Currency conversion / multi-currency handling
Credit notes
Customer or item mapping

Troubleshooting

Invoice not appearing: Confirm invoice is saved or sent in QuickBooks.
PO not detected: Check memo, private notes, or line item descriptions.
Mismatch flagged unexpectedly: Send invoice ID and contract ID for review.
Missing invoice updates: Re-save the invoice in QuickBooks to trigger re-ingest.

Support

Email hello@meshly.ai with invoice ID, customer name, and a short description of the issue.

Need help? Email hello@meshly.ai