--- title: Linking SRS To Quickbooks Online description: This guide walks you through connecting SRS to your QuickBooks Online (QBO) company, linking your accounts, and exporting invoices. --- [Skip to content](https://support.tributetech.com/srs/linking-srs-to-quickbooks-online#main-content) English Show submenu for translations [Register For The Customer Support Portal](https://support.tributetech.com/portal?hsLang=en) ![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp) Open main navigation Close main navigation - English Show submenu for translations - [Register For The Customer Support Portal](https://support.tributetech.com/portal) - Contact us Contact us How can we help you? - There are no suggestions because the search field is empty. 1. [SRS](https://support.tributetech.com/srs?hsLang=en) 2. [Accounting](https://support.tributetech.com/srs/accounting?hsLang=en) # Linking SRS To Quickbooks Online ## This guide walks you through connecting SRS to your QuickBooks Online (QBO) company, linking your accounts, and exporting invoices. ### Before you start Your QBO chart of accounts must already be set up in SRS. If it is not, or if it needs to be updated, send your full QBO chart of accounts to SRS Support and we will set it up for you. Once that is done, return to this guide. **If your chart of accounts has not changed, we do not need to upload or update the existing one.** Also make sure the following are set to the correct accounts in SRS: - Accounting defaults - Price list defaults - Payment type defaults, if you use them You will also need the email or user ID and password for your QuickBooks Online account. **\*\* Only new invoices will sync automatically. Any invoices transferred over from QBD will need to be updated manually in QBO, since changes made to those invoices in SRS won’t export correctly. This is due to how QBO structures its data and isn’t something that can be changed on the SRS side.**   **\*\* Please make sure each Corporation in SRS matches a Company in QBO. The integration connects one corporation to one company, so individual branches can’t be connected to separate companies.**  ### Step 1: Adjust Two QuickBooks Online Settings Turn off these two settings in QBO before your first export. If they are left on, QBO may report a "duplicate document number" error. This is a false error caused by the settings, not a problem with your data. 1. In QuickBooks Online, go to **Settings \> Account and Settings \> Sales**. 2. Make sure **Custom transaction numbers** is turned **OFF**. 3. In the left menu, go to **Advanced**. 4. Make sure **Warn if duplicate check/bill number is used** is turned **OFF**. 5. In the Accounting module, click **QuickBooks Online** in the left panel. 6. Choose a **Corporation** and which **Branch** and set the date range, or use the quick filters such as **THIS MONTH** or **LAST YEAR**. 7. Check **Export Now** next to each invoice to send, or click **CHECK ALL**. 8. Click **EXPORT INVOICE(S)**. If prompted, sign in to QuickBooks Online. ### Step 2: Sign In To QuickBooks Online In SRS, open the **Accounting** module and select **Accounts**. Click **LINK ALL ACCOUNTS TO QBO** in the bottom right. An Intuit sign-in window opens. Enter your QuickBooks Online email or user ID and password. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-52-5131-PM.png?width=670&height=256&name=undefined-Nov-12-2026-01-55-52-5131-PM.png) ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-53-8534-PM.png?width=670&height=421&name=undefined-Nov-12-2026-01-55-53-8534-PM.png) Next, QBO asks permission to connect **SRS Procession V9/9Online** to your QBO company. Confirm the company name shown is correct, then click **Connect**. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-52-7694-PM.png?width=670&height=373&name=undefined-Nov-12-2026-01-55-52-7694-PM.png) This sign-in also appears when you export from the QuickBooks Online screen. The connection expires periodically, so you will be asked to sign in again from time to time. ### Step 3: Link Your Accounts Automatically Once connected, click **LINK ALL ACCOUNTS TO QBO**. SRS pairs your accounts with QBO automatically by account name. Any accounts that do not pair automatically are linked by hand in Step 4. ### Step 4: Link Any Remaining Accounts For each account that did not pair automatically, select it in the list and click **QB ONLINE LINKS**. A **Linked QuickBooks Online Account** box appears. Select the matching account from your QBO chart of accounts, then click **LINK**. Repeat until every account is linked. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-53-5324-PM.png?width=670&height=188&name=undefined-Nov-12-2026-01-55-53-5324-PM.png) If every account paired automatically, skip to Step 5. #### Step 5: Confirm Your Accounts Are Linked Once an account is linked, its QBO account name appears in the **QuickBooks Online Linked Acct** field, and the account shows a checkmark in the QB Online Links column of the account list. The **DISCONNECT CORPORATION FROM QBO** button removes the SRS to QBO connection for the current corporation. Only use it if you intend to unlink. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-54-1401-PM.png?width=670&height=291&name=undefined-Nov-12-2026-01-55-54-1401-PM.png) **Exporting invoices to QBO** 1. In the Accounting module, click **QuickBooks Online** in the left panel. 2. Choose a **Corporation** and which **Branch** and set the date range, or use the quick filters such as **THIS MONTH** or **LAST YEAR**. 3. Check **Export Now** next to each invoice to send, or click **CHECK ALL**. 4. Click **EXPORT INVOICE(S)**. If prompted, sign in to QuickBooks Online. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-53-1157-PM.png?width=670&height=419&name=undefined-Nov-12-2026-01-55-53-1157-PM.png) The **Last Export** column shows the date each invoice was last sent to QBO. ### If an export fails If any invoices fail to export, SRS produces an **Export Errors** report you can print. It lists each failed item and the reason. ![](https://support.tributetech.com/hs-fs/hubfs/undefined-Nov-12-2026-01-55-52-2684-PM.png?width=670&height=105&name=undefined-Nov-12-2026-01-55-52-2684-PM.png) | **Error message** | **What to do** | | --- | --- | | Receivable Acct missing or not linked | Link your Accounts Receivable account to QBO (Steps 2 to 5), then export again. | | Duplicate document number | Check the two QBO settings in Step 1 are turned off, then export again. | For any other error, contact SRS Support and include a copy of the Export Errors report. - [9Online](https://support.tributetech.com/srs/9online?hsLang=en) - [Dashboards](https://support.tributetech.com/srs/dashboards?hsLang=en) - [Cases and Clients](https://support.tributetech.com/srs/cases-and-clients?hsLang=en) - [Features and Tools](https://support.tributetech.com/srs/features-and-tools?hsLang=en) - [Module Overviews](https://support.tributetech.com/srs/module-overviews?hsLang=en) - [Settings](https://support.tributetech.com/srs/settings?hsLang=en) - [Integrations and Exports](https://support.tributetech.com/srs/integrations-and-exports?hsLang=en) - [Accounting](https://support.tributetech.com/srs/accounting?hsLang=en) [![](https://support.tributetech.com/hs-fs/hubfs/Tribute%20Tech%20Logo.webp?width=277&height=80&name=Tribute%20Tech%20Logo.webp)](https://www.tributetech.com/) Copyright © 2026, Tribute Technology