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Realtime sync with webhooks

In this article

Without it, a supplier you edited in QuickBooks arrives whenever the next scheduled pull happens. With it, it arrives immediately.

  • A walkthrough video, then the six steps across two tabs
  • What the panel says once it is configured
  • Why the setup instructions on the panel are the wrong ones
  • Why webhooks add to the schedule rather than replacing it

01 · Video

Feature walkthrough

Video · setting up realtime sync · 2:30

02 · Why

Why do we have this?

Without it, a supplier you edited in QuickBooks arrives in Merchaint whenever the next scheduled pull happens. With it, it arrives immediately. If people work in both systems at once, that difference matters.

03 · How

Part of this is done in Merchaint and part at your accounting system, so keep both tabs open.

  1. Go to Settings → Integrations and open the Webhook (Realtime Sync) panel.
  2. Press Copy next to the Callback URL.
  3. In your accounting system's developer settings, add a webhook and paste that URL as the delivery address.
  4. Choose the record types you want to hear about — contacts and invoices, at minimum.
  5. Save. Your accounting system gives you a signing key.
  6. Back in Merchaint, paste it into Webhook Signing Key and press Save Key.

04 · Expected result

The panel shows Configured, and underneath:

Webhook key is configured — realtime sync is active

Changes made in your accounting system now reach Merchaint without waiting for a schedule.

05 · Troubleshooting

The panel says Configured but nothing arrives in realtime

The key is saved but your accounting system may not be sending. Check the webhook is enabled at their end and that the URL matches exactly.

There is no webhook panel for my provider

Only QuickBooks connections show one.

06 · Notes

Webhooks do not replace the schedule

They add to it. A scheduled pull still catches anything a webhook missed.

The signing key is masked once saved

You can paste a new one over it, but you cannot read the old one back.

One panel covers the provider, not each connection

If you have two QuickBooks companies, the callback URL is the same for both.

07 · FAQ

Common questions

Do I need this?

No. Everything works without it, just not instantly.

Is it safe to share the callback URL?

It is not a secret, but the signing key is — that is what proves messages really came from your accounting system.