You can link Streamtime to your QuickBooks account and copy your invoices across in one click, meaning that invoices don't need to be manually re-entered in QuickBooks.

Keep reading or watch the video below.

To setup the connection between Streamtime and QuickBooks, just head to Integrations.

Find the QuickBooks tile and click Connect.

You'll then be redirected (via horseback 🏇) to QuickBooks to enter your login details. You'll then be redirected again (this time via magic carpet ✨ ) back to your Streamtime.

Once you've connected, you'll see a connection tile under the heading, Your accounting package connections. Click Edit Connection on the tile to assign branches, invoicing number sequence and account code defaults.

Invoice numbering system

Your connection will automatically take the invoice numbering sequence of your home branch. You c📓an continue with this, or create a new sequence. You're also able to view and edit the next number in the sequence from here.

Assigning branches

Select the branches you want to associate with this connection. Once saved, any invoices, purchase orders and expenses will be sent to this connection.

Default Account Codes

When creating invoices and purchase orders from the selected branches, you can assign default account codes for revenue and expenses here. If you want to set up specific account codes for different line items, you can do so from your Master Settings.

Streamtime allows you to select specific account codes from QuickBooks against each item, saving you having to manually do this once the invoice is copied over.

You can set up and manage these within QuickBooks and these will show in Streamtime once you have connected.

Tax rates are connected to these account codes within QuickBooks itself so will pull through on the invoice.

If you work regularly with the same items and expenses, you can assign a specific account code within Master Items and Master Expenses to avoid you having to manually enter these each time.

Once you know how Invoicing in Streamtime works, you can create your invoices.

When you're happy with the invoice, simply click on Copy to QuickBooks, and it will be sent, meaning that invoices don't need to be manually re-entered in QuickBooks.

Your invoice will be marked with a green QuickBooks stamp, which will take you directly to the invoice in QuickBooks when clicked.

If you send the invoice to your client or manually mark the invoice as sent directly from ST, before copying the invoice to QuickBooks, the invoice will show as approved in QuickBooks. Otherwise, you can manually approve the invoice in QuickBooks itself.

You can record a payment in ST, and the integration will update QuickBooks.

If an invoice from Streamtime won’t copy to QuickBooks, it’s often related to currencies, especially when invoicing in a different currency from your home currency.

Step 1: Check multi‑currency in QuickBooks.

Make sure you have multi‑currency enabled in your QuickBooks company settings.

​Step 2: Check the set currency on your client's profile in QuickBooks.
In QuickBooks, each customer has a fixed currency. That means if you're sending a USD invoice from Streamtime, the client profile in QuickBooks should also be set to USD.

Invoicing one client in multiple currencies?

If you need to invoice the same customer in more than one currency, QuickBooks’ recommended approach is to set up separate customer records, e.g. Client A – GBP and Client A – USD.

You will no longer be able to send invoices directly to your QuickBooks account from Streamtime.