QuickBooks Online
INTEGRATIONS · EXPERTINI ATS

QuickBooks Online

One-click draft placement invoicing for agencies running their books on QuickBooks Online.

2 min read · Updated July 2026 · Expertini Editorial

Agencies on QuickBooks Online know the ritual: a placement closes, the fee sits in someone's head or spreadsheet, and eventually it gets typed into QuickBooks — hopefully correctly, hopefully this week. The QuickBooks ATS integration replaces the ritual: when the client hire lands in Expertini ATS, one action from the Screening & HRIS page creates a draft invoice in your own QuickBooks company.

What makes this more than a generic connector is what the ATS holds natively. The Client CRM — included in every subscription, with no separate licence or per-seat fees — already records the client, the placement, and the agreed commission. The integration carries those exact figures into QuickBooks, so billing matches what recruitment agreed, every time.

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01The gap this closes: the fee that lives in a spreadsheet

When the source of truth for placement fees is a spreadsheet, finance and recruitment inevitably drift apart: fees get missed, mis-typed, or billed against the wrong client entity. Drafting the invoice from the ATS record makes the placement itself the source of truth, and turns month-end reconciliation from archaeology into review.

02Draft first, send after review

The flow deliberately stops at a draft. Your bookkeeper confirms tax codes, terms, and references in QuickBooks before the invoice goes out — nothing is emailed to a client until your team sends it. You remove the re-keying without removing financial control.

03Connect and start drafting today

The whole path is live now: track clients and commissions in the Client CRM, monitor placements through the hiring pipeline, and export everything as JSON whenever you like. Connect your own QuickBooks Online company on the Connections page inside the app (Apps → Connections) and draft invoices are one action away — no data clean-up project first.

Engineering notes

Platform architecture & operations

A1Connection architecture

The connection uses OAuth 2.0 against the vendor's own consent screen. The authorisation request names the minimum scopes the features need — the exact scope list is shown in the security-flow panel below, pulled from the same provider registry the application uses. The code-for-token exchange happens entirely server-side (HTTP Basic client authentication, per the vendor's token endpoint contract); tokens are stored encrypted at rest and are never rendered back to any screen — connection pages show presence, not values.

Token lifecycle is handled at a single chokepoint: expiry triggers an automatic refresh, rotated refresh tokens are persisted, and a refresh that the vendor rejects surfaces as a visible reconnect prompt — never as silently broken features. Revocation works from either side: disconnect here, or revoke in the vendor's own security settings.

A2Write semantics and data flow

Every data movement is an explicit action with a logged result. Writes happen on your click — or automatically only where you enabled a rule (auto-push on hire is off by default, per-provider). Reads — imports of people, accounts, or files — run when you press Import, deduplicate against what you already have (clients by name, people by email), skip rather than overwrite, and report created-versus-skipped honestly, which is why re-running any import is safe by design.

Each action writes a row to the app-activity journal (ats_app_activity): what ran, when, for which record, and the outcome — including the vendor's own error text verbatim when something fails. Usage reporting inside the ATS aggregates that same journal, so integration reporting and integration reality cannot diverge.

Anything that leaves the request path — notification fan-out, webhook delivery, activity journalling, mail — runs in fire-and-forget background threads. A slow external endpoint can never make the interface hang, and a failed side effect is logged rather than silently retried into inconsistency.

A3Operational considerations

Connections are organisation-level and gated to owner and admin roles; recruiters use the features a connection powers but cannot connect, disconnect, or reconfigure. Disconnecting removes stored credentials immediately and stops the dependent features visibly, not silently. Data already imported stays yours and editable.

Imported people arrive marked as imported with conservative privacy defaults — no consent is assumed for anyone who never filled in your application form, and retention defaults apply. Everything written is yours to take: CSV exports and the Data Export app cover the same stores the product itself reads. The exit is as open as the entrance — by design, not concession.

A4Placement in the integration topology

This integration is live in the registry today. One connection per provider unlocks every feature it powers, and the topology grid below shows the neighbouring connectors in the same capability area — statuses come from the same registry that drives the in-app hub, so this page can never claim more than the product does. For anything the catalogue does not cover, Webhooks and Zapier are the generic, documented escape hatch.

Dependency map

Connection typeOAuth 2.0 (vendor consent screen)
Scopes requestedcom.intuit.quickbooks.accounting
Callback path/apps/oauth/callback/quickbooks/
Token exchangeserver-side; HTTP Basic
Secrets at restencrypted; UI shows presence flags, never values
Action journalats_app_activity — one row per action, vendor errors verbatim
Auto-push rulesoff by default, per-provider, every run logged
Registry statuslive

Interface blueprint

Structural schematic of the surface — panels, hierarchy, and interaction affordances. A contract, not a screenshot.
Connection card
● connected — presence flag
scopes: minimum required disconnect
Actions
push — explicit clickimport — deduplicated
Activity journal
Fig. 1 — QuickBooks Online: structural interface schematic. Panels and states are the contract; data shown is placeholder.

Interaction flow — states, validations, feedback

Every state below is enforced server-side; the interface reports it, it doesn't decide it.
Connectowner/admin clicks Connect on the Connectors page
Vendor consentthe vendor's own screen lists the exact scopes
Token exchangeserver-side callback; secrets never touch the browser
Connectedencrypted store; card flips with presence flag
Explicit actionspush / import / schedule — each one journalled
Consent denied → the vendor's error code surfaces in a toast, namedPlatform keys missing → honest setup pointer, not a silent bounceToken expired → automatic refresh at the chokepointRefresh rejected → visible reconnect prompt, features never break silentlyPlan below minimum → lock card names the exact plan
Fig. 2 — interaction flow: navy = states, gold = server-enforced gates, green = confirmed outcomes; tags list the edge cases and their feedback.

OAuth 2.0 security flow — QuickBooks Online

1
Authorisation requestRedirect to the vendor's own consent screen, naming exactly the scopes below — never more.
2
Identity challenge & consentYou authenticate with the vendor, on the vendor's domain. Credentials never touch Expertini.
3
Server-side token exchangeThe callback at /apps/oauth/callback/quickbooks/ exchanges the code using HTTP Basic client authentication — entirely server-side.
4
Managed session stateTokens encrypted at rest; automatic refresh at a single chokepoint; presence-flag display; revoke from either side.
com.intuit.quickbooks.accounting
Scope list read from the same provider registry the application authorises with — this page cannot overstate or understate it.

Neighbouring connectors — Accounting & Ledger

Xerolive QuickBooks Onlinethis page Zoho Bookslive
Statuses come from the live registry — browse the full catalogue →

Frequently asked questions

Is the QuickBooks integration live?
Yes — it is live. Connect your own QuickBooks Online company on the Connections page inside the app (Apps → Connections), then create draft placement invoices from the Screening & HRIS page.
Will this work with QuickBooks Desktop?
The integration targets QuickBooks Online. Desktop editions have a different integration surface and are not currently planned.
Does Expertini add fees per invoice?
No. You connect your own QuickBooks Online company under your own Intuit subscription; Expertini charges no per-invoice or per-seat ATS fees.
Can invoices go out without human review?
No — the integration creates drafts for your finance team to review and send, keeping tax treatment and payment terms in their hands. Nothing reaches a client until they send it.

At a glance

  • Live today — connect on the Connections page
  • Draft invoices created from the Screening & HRIS page
  • Fees sourced from the native Client CRM commission records
  • Ends spreadsheet-to-ledger re-keying
  • Finance reviews every draft before sending
  • Your own Intuit subscription — no ATS mark-ups

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