• Need to connect a QuickBooks Desktop account? Click here.

How to Sync Workiz With an Existing QuickBooks Online Account:


1. From the navigation bar, select the Marketplace

2. Search for the "QuickBooks Online " integration by scrolling down, using the search bar, or by clicking on the "Integrations" category.

3. From the upper-right side slide the toggle to "Active."

4. Click on the yellow button, "Go to QuickBooks Online Settings"

5. If you have an existing QuickBooks account:
Select 'Sign in' with Google or enter your email/user ID and password. Then click 'Sign in'.

6. Select 'Connect'.

7. You will arrive back at Workiz on the QuickBooks sync page. Click 'Sync With QuickBooks' to sync your existing QuickBooks with Workiz.

8. When your sync is successful you’ll see a success message at the top of your screen. Your two-way sync between Workiz and QuickBooks is all set up and ready to go.

How to Sync With Workiz If You Do Not Have an Existing QuickBooks Online Account:

  1. Workiz customers get 40% off QuickBooks online for 6 months! ✅
    (Or, you can visit QuickBooks.com to create an account without saving 40%.)

  2. Click 'Buy Now' and choose a plan.

  3. Create your QuickBooks account.

3. Click 'One More Step' and set up QuickBooks (or choose a different plan).

4. Confirm your company name and check the terms and services box. Select 'Continue' when you’re done.

5. Select 'Connect'.

6. You will arrive back at Workiz on the QuickBooks sync page. Click 'Sync With QuickBooks' to sync your existing QuickBooks Online account with Workiz.

7. When your sync is successful you’ll see a success message at the top of your screen. Your two-way sync between Workiz and QuickBooks is all set up and ready to go.

Need more help? See the related articles below:

How To Sync Your QuickBooks Desktop Account with Workiz

Match Up Your Workiz Tax Rates with Your QuickBooks Account

QuickBooks Duplicate Name Error

Tracking and Managing Invoice

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