QuickBooks Integration (CSV Import)
Cuddles connects with QuickBooks Online using a simple CSV import workflow, allowing you to keep your financial data aligned without a direct sync.
This approach gives you full control while ensuring your data is formatted correctly for QuickBooks.
How it works
Cuddles generates CSV files in the format QuickBooks expects, so you can import your data without manual cleanup.
You’ll first upload your core data (services, products, and clients), then continue syncing invoices and payments as needed.
Please note: If you update or add new services or products in Cuddles, be sure to re-export and upload your Products & Services into Quickbooks so everything stays synced
Get started
Go to Settings > Integrations
Select QuickBooks
Export the following:
Products & Services
Clients
Import these files into QuickBooks
For step-by-step instructions, refer to QuickBooks’ guide:
https://quickbooks.intuit.com/learn-support/en-us/help-article/list-management/import-products-services-quickbooks-online/L4o3mXx2u_US_en_US
Keep your data up to date
After your initial setup, you can regularly export:
Invoices — detailed line items for all services and products sold
Payments — records of payments applied to those invoices
Importing these into QuickBooks will keep your records aligned.
Best practices
If you update or add new services or products in Cuddles, re-export and upload your Products & Services
To avoid duplicates, set your export date range to begin from the last date you previously exported
Import in this order: Products & Services → Clients → Invoices → Payments