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Sync with QuickBooks

Clients, invoices and payments go to QuickBooks Online automatically.

Guide 3 of 3 in Finances & reports 3 min read 2 parts

What it is

If your accountant uses QuickBooks, connect it once and stop typing invoices twice.

1 Connect

  1. Open Settings → QuickBooks sync.
  2. Choose Send invoices dated from — older invoices stay out, so nothing already in QuickBooks is duplicated.
  3. Click Connect to QuickBooks and sign in to Intuit.

Only QuickBooks Online is supported.

2 How it works

  1. New and changed clients, invoices and payments are sent on their own.
  2. Sales tax is sent as calculated in Jobs & Jots.
  3. Needs attention lists anything that couldn't be sent and why.

Nothing in QuickBooks is deleted from Jobs & Jots: anything removed here shows in Needs attention so you decide.

Common questions

QuickBooks says it needs to connect again.

Click Connect to QuickBooks again. Nothing is sent until then, and it catches up after.

Related guides

Track expenses and profit in FinancesExpenses, profit and loss, profit by job and sales tax. 4 min ReportsRevenue, invoices, estimates and sales tax for any period. 2 min

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