QuickBooks Notion Integration: How to Import and Sync Your QuickBooks Data

Want to import QuickBooks data into Notion and keep it all in sync, customers, invoices, payments, and more? This step-by-step guide will show you how to set up a QuickBooks Notion integration that keeps your business data always up to date, no coding required.

With Note API Connector, you can seamlessly connect QuickBooks and import data into Notion. Follow along to centralize your customer data, invoices, and financial insights in one place.

TL;DR

Quick start with Note API Connector

Start syncing your data to Notion in a few clicks. Connect your Notion workspace, grant the necessary permissions, and you're ready to build a full QuickBooks + Notion workflow integration.

👉 Follow the official setup guide to get started in minutes.

Step 1: Connect QuickBooks to Note API Connector

Before you can import QuickBooks data into Notion, you need to connect your QuickBooks account. Since QuickBooks is a preset connection in Note API Connector, this process is very simple.

Open Note API Connector and click Create request .

In the Authorization section, click OAuth and select QuickBooks from the preset connections. Click the connection button to connect your QuickBooks account.

Use your QuickBooks account to sign in.

Find Your QuickBooks Company ID

After connecting, you'll need your QuickBooks Company ID for API requests. You can find this in your QuickBooks settings.

In QuickBooks, go to Settings → Additional info.

Copy your Company ID. You'll use this in API URLs throughout the tutorial.

Step 2: Import QuickBooks Customers into Notion

In this example you’ll import QuickBooks data into Notion using Note API Connector so your customer records are ready for your QuickBooks Notion integration. The same pattern works for any other QuickBooks object.

(Optional) If you're curious what's available, browse the QuickBooks API docs. We'll start with customers using the endpoint:

https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Customer

Create a new request in Note API Connector and name it Customers. Select the Notion database where you want to import your customer data.

In the URL field, paste the API endpoint above and replace {{YOUR_COMPANY_ID}} with your actual Company ID from Step 1. Under Authorization, select the QuickBooks connection you set up.

Click Run to fetch a preview. Review the fetched QuickBooks customer data in the Response Field Mapping view.

Finally, click Save & Import to store the customer data in your Notion database. ✅ Done! You've successfully imported QuickBooks data to Notion and set it to stay in sync.

Step 3: Import QuickBooks Invoices into Notion

Next, let's import QuickBooks invoices into Notion. This gives you full visibility of your billing and revenue right inside your Notion QuickBooks integration.

Use the Invoices API endpoint:

https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Invoice

1. Create a new request in Note API Connector and name it Invoices.
2. Create a new Notion database just for invoices
3. Paste the Invoices API URL into the request and replace {{YOUR_COMPANY_ID}} with your Company ID.
4. Select your QuickBooks OAuth connection.
5. Click Run to fetch a preview, then configure your field mapping so invoices display clearly in Notion.

Review the QuickBooks invoice data in the Response Field Mapping view.

Click Save & Import to store the invoices data in your Notion database.

Step 4 (Optional): Link QuickBooks data in Notion (example: Customers ↔ Invoices)

Importing customers and invoices separately is useful, but the real power comes from linking them together. With relationships in Notion, each invoice is connected to its customer record, giving you a full CRM + accounting view in one place.

4.1 Keep your Customer data in sync

First, update the Customers request so Note API Connector always knows how to match incoming data to existing records.

Open Import Settings and choose Update mode. Turn on both options to create new records and update existing ones. Set Id as the unique identifier so future imports update the right customers. (Optional) Turn on Delete records not found in the API response if you want removed QuickBooks customers to disappear in Notion too.

4.2 Add a Relation property to Invoices

Next, update the Invoices request so each invoice points to the correct customer.

In the field mapping screen, locate the CustomerRef field (this contains QuickBooks customer IDs). Change its type to Relation.

When prompted, choose your QuickBooks Customers database as the relation target, then Save Relation.

Once configured, your QuickBooks data will be fully integrated in Notion with proper relationships.

Now, whenever you sync QuickBooks with Notion, invoices automatically link to the right customers.

Step 5: Automate QuickBooks Data Updates in Notion

Manually refreshing your QuickBooks data in Notion can be time-consuming, especially when tracking financial records, customer information, and invoice status. With Note API Connector's scheduling feature, you can automate data updates, ensuring your Notion dashboard always reflects the latest QuickBooks information.

Set it to refresh hourly, daily, or at custom intervals, so you never have to worry about outdated financial data again. Whether you're monitoring cash flow, tracking customer payments, or analyzing revenue trends, automated synchronization lets you focus on growing your business while your data stays current . With scheduling, you can sync QuickBooks with Notion automatically, no more manual refreshes.

Copy-paste QuickBooks API URLs for importing

Use these ready-to-go endpoints with your QuickBooks OAuth connection in Note API Connector. Replace {{YOUR_COMPANY_ID}} with your actual Company ID from Step 1.

Core accounting & sales objects

• Customers

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Customer

• Invoices

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Invoice

• Payments

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Payment

• Sales Receipts

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from SalesReceipt

• Estimates

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Estimate

• Credit Memos

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from CreditMemo

Purchasing & vendors

• Vendors

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Vendor

• Bills

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Bill

• Purchase Orders

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from PurchaseOrder

Chart of accounts & items

• Accounts

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Account

• Items

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Item

• Journal Entries

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from JournalEntry

Supporting references

• Terms

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Term

• Tax Codes

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from TaxCode

• Classes

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Class

• Departments

  https://quickbooks.api.intuit.com/v3/company/{{YOUR_COMPANY_ID}}/query?query=select * from Department

Conclusion

With Note API Connector , importing and updating QuickBooks data into Notion is effortless and code-free. This Notion QuickBooks Integration centralizes your financial and customer data, making it easier for teams to collaborate and access real-time business insights. With this setup, you can import QuickBooks data into Notion, build a complete Notion QuickBooks integration, and keep everything in sync automatically.

Whether you're tracking customer relationships, monitoring financial performance, or analyzing revenue trends, connecting QuickBooks to Notion eliminates data silos and improves team productivity. The ability to create custom views, filters, and dashboards in Notion transforms your QuickBooks data into actionable insights for better business decisions. Try Note API Connector today and build your first QuickBooks + Notion workflow in under 10 minutes.

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