Quickbooks Desktop via Autymate

Keep QuickBooks Desktop up to date without touching it.

When you send an invoice from Podium, it shows up in QuickBooks Desktop on its own. Payments, line items, taxes, discounts, and the customer record come across with it, so your books match what your customers actually received.

What syncs

• Invoices, as soon as they're sent to a customer
• Updates to an invoice after it's been sent
• Payments, including card details, fees, and settlement dates
• Line items with quantities, unit prices, and taxes
• Customer contact details

How it works

Podium hands each invoice to Autymate, which writes it into your QuickBooks Desktop company file. Your QuickBooks data stays on your machine — Podium never connects to it directly.

What you'll need

• An active Autymate account
• QuickBooks Desktop installed, with the company file you want to sync
• A Podium account with Invoices enabled

Compatibility

Quickbooks Desktop 2020 or newer

Setup Process

Setup instructions

1. Download the Autymate app

On the computer that hosts your QuickBooks Desktop company file, download and run the installer:

Download Autymate for Podium (Windows, ~82 MB)

It has to be the same machine QuickBooks runs on — the app talks to your company file locally, so installing it elsewhere won't work.

2. Sign in to Autymate

Open the app and sign in with your Autymate account. Select the QuickBooks Desktop company file you want Podium to sync into.

3. Connect Podium

In Autymate, choose Podium and authorize the connection, then pick the Podium location to link.

4. Send a test invoice

Send an invoice from Podium and confirm it lands in QuickBooks Desktop. Keep QuickBooks open while syncing. In Podium you can also open the integration and use Sync Invoices Now to pull recent invoices across on demand.