The guide.

AttiBooks lives inside your Attio workspace as a native app. Open Attio, click your workspace name, then Settings → Apps → Browse, search for AttiBooks, and install it. You will need workspace admin permissions.

Open AttiBooks in the left sidebar of Attio. The header shows a Connect QuickBooksbutton — clicking it triggers Intuit’s OAuth flow. Sign in to your QuickBooks Online account and authorize access. Attio handles token storage and refresh automatically; you never paste a key.

Once connected, open AttiBooks → Workspace settings → 1. QuickBooks Connection and press “Check Status”. You should see a green success toast with your QuickBooks Company ID. If it reads Not connected, repeat the OAuth flow from the app header.

AttiBooks ships with two ways to create invoices. You can switch anytime from settings.

Set the invoice_mode field to quick or custom. Quick mode is best for repeatable services with consistent rates. Custom mode is best for project-based work where every invoice is bespoke.

AttiBooks pulls invoice data from the Attio record you click on. Fill in 5. Source Fields (optional) in workspace settings — map each field below to an attribute slug on your Companies, Deals, or custom object. Leave blank to use the template defaults from Section 3.

When a source field is missing on a record, AttiBooks falls back to these defaults — so you never get a half-built invoice.

After QuickBooks accepts the invoice, AttiBooks writes data back to your Attio record so your CRM reflects reality. Create attributes on your source object and map each one here.

Pro plans can store every invoice as its own Attio record. In 7. Advanced, turn on “Store invoices as Attio records”, then press “Run Setup”. AttiBooks provisions an invoices object with all standard attributes (doc number, status, totals, customer, QBO IDs, sync metadata).

Optionally set invoice_object_slugto point at an existing custom object — useful if you already model invoices and want AttiBooks to write to your schema.

Enabling this object also unlocks two record actions on invoices: Edit Invoice in QuickBooks and Void in QuickBooks (see section 9).

Open any record on a target object. In the actions menu, choose Create QuickBooks invoice. In Quick mode, the invoice is sent to QBO immediately and a success toast confirms the invoice number. In Custom mode, a dialog appears so you can edit every field before submission.

Within seconds, your record refreshes with the QBO invoice number, status, and a clickable link straight to QuickBooks.

Once the Invoice object is enabled, open any invoice record in Attio and you’ll see two extra actions:

Edit Invoice in QuickBooksopens a dialog for controlled fields — due date and memo always, line items only while the invoice is unpaid. Submitting pushes the change straight to QBO.

Void in QuickBooksasks for confirmation, then voids the invoice via the QBO API and re-syncs so the Attio record reflects the voided state. This is explicit on purpose — AttiBooks never auto-deletes anything in QuickBooks.

AttiBooks pulls updates from QuickBooks using the Change Data CaptureAPI — only invoices modified since the last run. The first sync backfills recent invoices; every subsequent sync is incremental.

There are three ways to trigger a sync:

Each sync updates the Invoice object with the latest status, balance, dates, and customer info from QBO. Writes to QBO (creation, edits, voids) happen immediately through the corresponding record actions.

Hit the free limit and AttiBooks blocks new invoice creation until next month or until you upgrade. Existing invoices keep syncing — nothing is locked retroactively.