Send scanned receipts and invoices straight to QuickBooks Online with category and tax extracted.
Free on Pro · Native sync · SOC 2 secured
Pull documents from QuickBooks into DocFila for OCR, signing, editing, and secure storage. Two-way sync keeps both systems in lockstep.
Send signed PDFs, extracted data, and document events from DocFila back into QuickBooks — at the right record, at the right time.
Combine with DocFila Pilot to build agentic, multi-step workflows that span QuickBooks and the rest of your stack.
OAuth 2.0, scope-limited permissions, audit logs, and SOC 2 controls on every connection. Revoke access anytime.
In DocFila, go to Settings › Integrations and choose QuickBooks.
Sign in with QuickBooks and grant DocFila the permissions it needs.
Choose which folders, fields, or events to sync.
DocFila and QuickBooks now talk to each other in the background.