DocFila + QuickBooks

Send scanned receipts and invoices straight to QuickBooks Online with category and tax extracted.

Free on Pro · Native sync · SOC 2 secured

What you can do

📥 Capture & ingest

Pull documents from QuickBooks into DocFila for OCR, signing, editing, and secure storage. Two-way sync keeps both systems in lockstep.

📤 Push back results

Send signed PDFs, extracted data, and document events from DocFila back into QuickBooks — at the right record, at the right time.

🤖 Trigger workflows

Combine with DocFila Pilot to build agentic, multi-step workflows that span QuickBooks and the rest of your stack.

🔒 Enterprise-grade security

OAuth 2.0, scope-limited permissions, audit logs, and SOC 2 controls on every connection. Revoke access anytime.

How to connect

Open Integrations

In DocFila, go to Settings › Integrations and choose QuickBooks.

Authorize

Sign in with QuickBooks and grant DocFila the permissions it needs.

Configure mapping

Choose which folders, fields, or events to sync.

You're live

DocFila and QuickBooks now talk to each other in the background.

Related DocFila tools

Keep going with the document workflow that matches this page. Open the tool you need, then finish the file in DocFila.

Image to PDF Sign PDF Compress PDF PDF to JPG PDF to Word Contract Templates Document Scanner E-Signatures All free tools Alternatives

Connect QuickBooks to DocFila

Free on Pro. Available on Team and Business with shared workspace permissions.

Connect QuickBooks