QuickBooks Online
One-click draft placement invoicing for agencies running their books on QuickBooks Online.
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.
On this page
- The gap this closes: the fee that lives in a spreadsheet
- Draft first, send after review
- Connect and start drafting today
- Connection architecture
- Write semantics and data flow
- Operational considerations
- Placement in the integration topology
- Interface blueprint & interaction flow
- Frequently asked questions
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.
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
Interface blueprint
Interaction flow — states, validations, feedback
OAuth 2.0 security flow — QuickBooks Online
Neighbouring connectors — Accounting & Ledger
Frequently asked questions
Is the QuickBooks integration live?⌄
Will this work with QuickBooks Desktop?⌄
Does Expertini add fees per invoice?⌄
Can invoices go out without human review?⌄
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
See quickbooks online on your own hiring.
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