QuickBooks Online
Use QuickBooks Online as the authoritative invoice source for supported Carden payment workflows.
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QuickBooks is the invoice source
Carden imports invoice references, line items, quantities, prices, tax, shipping, discounts, totals, and balances from QuickBooks Online. A linked Stripe or Square integration can use those source facts when preparing payment context.
Use one QuickBooks integration per merchant and environment. The QuickBooks company ID, also called realmId, identifies the accounting company and is different from the Carden merchant organization.
Preserve source authority
| Data | QuickBooks responsibility | Carden behavior |
|---|---|---|
| Identity | Invoice ID, invoice number, item IDs, and any real purchase-order reference. | Preserve external IDs and source revisions for replay and audit. |
| Amounts | Currency, subtotal, tax, shipping, discounts, total, and balance. | Store integer minor units and reject arithmetic that cannot be reconciled. |
| Lines | Item identity, description, quantity, unit, product code, and price. | Use source values or an evidence-backed item mapping; never fabricate missing facts. |
| State | Open, paid, partially paid, void, and edited invoice state. | Re-evaluate readiness before each new preparation. Voids are recognized from the zeroed QuickBooks payload, not only from TxnStatus. |
| Applications | Payments, credit memos, and refund receipts, including credit memos applied through a Payment. | Retain each document as evidence; an applied credit is an explicit Payment line, never an inferred split. |
| Context | Customer reference and bill-to/ship-to postal codes. | Carry the source customer ID and postal codes into the snapshot when present; omit them otherwise. |
Transaction-level tax remains transaction-level when QuickBooks does not allocate it to lines. Carden preserves unknown line allocations as null rather than inventing an allocation. Shipping and discounts, including validated percentage discounts, are likewise retained at transaction level.
Change data capture runs on the normal refresh cadence, and a complete snapshot of every imported entity is scheduled regularly (weekly by default) so deletions, voids, and edits that change data capture can miss are reconciled against the full source.
Implement QuickBooks in order
Connect and sync
Authorize the company and complete the initial and incremental imports.
Invoice data
Inspect invoice lookup, readiness, source provenance, and immutable snapshots.
QuickBooks API
Create authorization invitations and manage asynchronous sync work.
Troubleshooting
Resolve mappings, matching, stale sources, and reconnection safely.