Invoices
Push an invoice from its record in Billing. A draft is refused with the reason, so only an invoice you have actually issued goes across. For a Canadian QuickBooks company, each invoice carries a GST/HST tax code.
QuickBooks Online: your books, kept current.
Lanexa sends invoices, payments and carrier bills into your own QuickBooks Online company, so your accountant keeps working in the books they already use.
- Direction
- Lanexa → QuickBooks
- Plan
- Start and up
- Duplicates
- Prevented
- Connect
- Intuit sign-in
Three kinds of record, pushed from where they live
Each push is one record into QuickBooks Online. Lanexa keeps the original, whatever happens on the other side.
Payments
Customer payments recorded in Lanexa are pushed from the Accounting Desk.
Carrier bills
Bills you owe partner carriers, kept in Accounts Payable, are pushed the same way.
No duplicates
Pushing the same record again updates it rather than creating a second copy. If QuickBooks already holds an invoice with the same number, Lanexa adopts it instead of adding another.
One place for what failed
The QuickBooks Sync Center counts what went across, what needs a retry, what is blocked and what was never attempted — each with a plain-English reason. Retry an error, re-check a block, or push everything one record at a time.
You approve it at Intuit
You connect from Settings through Intuit's own sign-in, and the connection is kept safely on Lanexa's servers, never in your browser.
Good to know
- If QuickBooks is unavailable, invoices stay complete in Lanexa and the push waits in Needs retry until it can go across.
- Connecting needs the permission to manage integrations, held by the Company Administrator and Controller roles by default.
- On Fleet, Lanexa also keeps its own double-entry general ledger beside QuickBooks.
Related modules
QuickBooks questions
What does Lanexa send to QuickBooks Online?
Invoices, payments and carrier bills, each sent from where it lives in Lanexa: Billing, the Accounting Desk and Accounts Payable.
Which Lanexa plan includes QuickBooks?
The QuickBooks Online push is on Start, Fleet and Enterprise.
It is not on Solo.
Will pushing an invoice twice create a duplicate in QuickBooks?
No. A second push updates the same QuickBooks record, and if QuickBooks already holds an invoice with the same number, Lanexa adopts it rather than creating another.
What happens when a push fails?
The record stays complete in Lanexa and the failure lands in the QuickBooks Sync Center with a plain-English reason, where it can be retried once the cause is fixed.