Payments
QuickBooks Online two-way sync is on the roadmap. Here’s what to use today and what to expect when it ships.
Invoices, payments, and customers live in TradeOS with Stripe Connect for card/ACH. There is no OAuth connection to QuickBooks Online and no nightly sync job.
Export invoices from TradeOS when your bookkeeper needs a CSV, or enter summaries manually in QuickBooks. Import customers via CSV under Customers → Import.
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Payments
How money moves through TradeOS: setting up Stripe Connect, sending invoices, taking deposits, and tracking payouts to your bank account.
Customers
Move your existing customer list into TradeOS in under five minutes. Covers CSV uploads and the most common gotchas. QuickBooks import is coming later.
Getting started
A linear walkthrough that takes you from sign-up to your first sent quote. No menu hunting, no documentation rabbit holes.
Email help@tradeos.app — a real person responds within a few hours.