QuickBooks Online Integration

Connect your QuickBooks Online account to Missing Toolkit: Templates and generate professional documents from your accounting data.

What You Can Access

Missing Toolkit: Templates connects to your QuickBooks Online company to read your business data for document generation.

Invoices

Browse your invoices with customer names, dates, amounts, and line items. Generate custom-branded invoices, collection letters, or any document that needs invoice data.

Estimates

Access your estimates with full detail — customer info, line items, status, and amounts. Create professional proposals and scope-of-work documents.

Customer Information

Customer names, billing addresses, shipping addresses, and email addresses are all available as placeholders in your templates.

How It Works

1

Connect Your Account

Click "Connect to QuickBooks" in your team integrations. You'll be redirected to Intuit to authorize the connection using OAuth 2.0.
2

Upload Your Templates

Create Word documents with ${PLACEHOLDER} tokens and upload them to Missing Toolkit: Templates. Use any formatting you want — your styling is preserved.
3

Generate Documents

Browse your QuickBooks data, select an invoice or estimate, pick a template, and download your finished document — all in seconds.

Privacy and Security

Read-only access — we never modify, create, or delete data in QuickBooks
OAuth 2.0 authorization — we never see your QuickBooks password
Data fetched on-demand — we don't store or sync your QuickBooks data
Disconnect at any time from your team settings or directly from QuickBooks
Access tokens are encrypted and automatically refreshed

Ready to connect QuickBooks?

Get Started