Integrations / Accounting
QuickBooks Online and Lead Friendly
LiveAvailable in the product today, and data moves automatically once it is set up. It does not mean every customer uses it. Status checked November 12, 2026.
A dealership connects its QuickBooks Online company to Lead Friendly, and each sold deal is sent to it as one balanced journal entry: the sale, the trade and its payoff, fees, sales tax, F&I products, finance reserve and cost of sale, each on its own line and in your own accounts. You send a month with one button, or switch on automatic sending. A deal is never sent twice to the same QuickBooks company. Lead Friendly is not an accounting system: QuickBooks stays your books, and nothing already in it is edited or deleted.
What moves
- Into QuickBooks Online
- One journal entry per sold deal, dated the day of the sale and numbered from the deal so you can find it.
- From QuickBooks Online
- Your list of accounts, so each line can be matched to an account you already have. Balances, bank feeds and reports are not used.
- Not sent
- Leases, deals imported from an earlier DMS without cost or tax detail, and any entry that does not balance.
How it works
- An owner or admin opens Settings, then Integrations, then QuickBooks, presses Connect QuickBooks, signs in to QuickBooks and chooses the company.
- On the Accounting report, match each line (vehicle sales, cost of vehicles sold, sales tax payable, trade payoffs and the rest) to an account in your QuickBooks.
- Press Send to QuickBooks for a month, or switch on automatic sending. Automatic sending checks every hour and sends each sale the day after it is sold, so same-day corrections are included.
- An entry is sent only when every one of its accounts is found in your QuickBooks. One that cannot be sent is listed with the reason, and you can try it again.
- Each deal is recorded against the company it went to, so pressing the button again, or reconnecting, does not send it a second time.
What it does not do
- QuickBooks Online only. There is no QuickBooks Desktop connection.
- Lead Friendly is not an accounting system or a DMS replacement. It keeps no general ledger, balances, payables, reconciliation or financial statements.
- Entries are created, never edited or deleted. A deal changed or unwound after it was sent is corrected in QuickBooks by your bookkeeper.
- Do not send a month you have already imported from the file export. It would be in your books twice.
- A line mapped to an Accounts Payable account is refused, because QuickBooks needs a vendor on it. Map that line to an Other Current Liabilities account instead.
- A line mapped to an Accounts Receivable account needs a customer, so the buyer is added to your QuickBooks customers if not already there.
- It comes with the Deal desk. Only an owner or admin can connect it, send entries or switch on automatic sending.
- Automatic sending covers sales from the day you switch it on. Earlier months are sent with the button.
- New in November 2026 and not yet used by a customer, so send one month and check it in QuickBooks before you switch on automatic sending.
What to do today
If you would rather not connect, download the journal file for the month from the Accounting report and import it into QuickBooks, or hand it to your bookkeeper. Use one route per month, not both.
Frequently asked questions
Does Lead Friendly integrate with QuickBooks?
Yes, with QuickBooks Online, for car dealerships. Each sold deal is sent as one balanced journal entry into the accounts you choose, by a button or automatically. QuickBooks Desktop is not supported.
Can a deal end up in my books twice?
Not through the connection. Each deal is recorded against the QuickBooks company it was sent to and skipped after that, and a retry first looks in QuickBooks for an entry with that deal’s number. The one way to double up is to import the file for a month and also send that month, so use one route per month.
What happens if a deal changes after it was sent?
Nothing changes in QuickBooks. Lead Friendly does not edit or delete an entry it has sent, so your bookkeeper corrects it there. Automatic sending waits until the day after the sale for that reason.
Does this replace my accounting software or my DMS?
No. It is a bridge to your books, not a set of books. Balances, payables, reconciliation and statements stay in QuickBooks, and Lead Friendly keeps no general ledger.
How do I disconnect?
Press Disconnect on the QuickBooks page in settings, or disconnect Lead Friendly from inside QuickBooks. Nothing more is sent, and entries already in your books stay as they are. If you connect the same company again, deals already sent are not sent a second time.
Related
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