Sign in to QuickBooks Online from Settings, Integrations, and approve the connection.
Send invoices, take payments, and pick QuickBooks sales tax codes on invoice lines.
Customers, invoices, and payments sync on their own, with edits, voids, and deletions kept in step.
Matched to your existing QuickBooks customers by email or name, and created only when there's no match.
Every line item, with the QuickBooks sales tax code you chose. Edits update QuickBooks, and voids and deletions follow.
Card, ACH, PayPal, and recorded offline payments are applied to the right invoice in QuickBooks.
Your QuickBooks tax codes are read into Clientary, so every line lands in QuickBooks with the right tax treatment.
Failed syncs retry every day, and each invoice shows when it last synced or what needs fixing.
Connecting for the first time? Sync your existing invoices and payments in bulk.
Freelancers, agencies, and firms run their client work on Clientary. Read their stories.
Rated excellent: See why users rave about us
Most of the time I'm paid within minutes of sending an invoice because it's so easy for someone to check that task off their list. Obviously I like this software, but most importantly to me - my clients like it.
Robin H.
Freelance Writer
With recurring invoices, custom templates, time tracking, expense tracking, automated invoice reminders, and so much more, the toolkit they offer has kept us organized and hugely simplified our bookkeeping. I can't count how many times our clients have asked about our 'amazing' invoicing system.
Chris M.
Digital Marketer / Founder
When searching for a client management and invoicing system we researched all the tools for SMBs on the market and tested them out, and Clientary was our hands down choice for ease of use and the ability to easily customize client-facing documentation. And of course the very reasonable subscription fee. As they say themselves, "all the functionality we need, and none that we don't."
Brian N.
Consultant / Executive Coach
Customers, invoices with their line items and sales tax codes, and payments. Edits, voids, and deletions in Clientary sync too, so QuickBooks stays a true copy of your billing.
Clientary sends customers, invoices, and payments to QuickBooks, and reads your sales tax codes from QuickBooks. Changes made directly in QuickBooks don't flow back, so make billing changes in Clientary.
No. Clientary looks for an existing QuickBooks customer by email address, then by name, before creating a new one. Invoices and payments are matched by number too.
Clientary retries failed syncs every day, and each invoice shows when it last synced or why it didn't, so you can fix the cause, like a missing tax code.
No. The integration is for QuickBooks Online.
Every Clientary plan includes the QuickBooks Online integration.
Ready to stop retyping invoices into QuickBooks?
See Pricing and SignupClientary is a comprehensive suite of tools for professional service businesses. The QuickBooks integration works with online invoicing, online payments, time tracking, and all our integrations.
We're a service that saves you time and improves your client relationships.
Copyright © 2026 Unbrew, Inc. All Rights Reserved.