QuickBooks Online integration settings

Rather than automatically syncing invoices once they are paid in full, you can first sync those invoices when they are created in Workiz.

Designed to save you time and effort, this setting allows Workiz to automatically sync your Workiz invoices to QuickBooks Online once the invoice has been paid in full.

Workiz also provides the option to sync your invoices manually. If you prefer to sync your invoices manually, keep this setting unchecked. To learn more about manually syncing invoices in Workiz, please see this article.

By default, the QuickBooks Online integration will only sync invoices in one direction: from Workiz to QuickBooks. With this setting, you can sync invoices in the other direction as well: from QuickBooks to Workiz.

Workiz will only be able to sync invoices at the point of creation. It will sync future payments made directly to an invoice, but detail-related changes (e.g., edits to the billing address, terms, line items, etc.) will not be captured. To learn more about syncing invoices from QuickBooks, please see this article.

Designed to prevent common errors while syncing Workiz to QuickBooks, this setting automatically resolves for clients who share the same name on your Workiz account.

QuickBooks does not allow for duplicate clients to exist, requiring you to differentiate between two clients with the same name.

When syncing an invoice from Workiz to QuickBooks, QuickBooks requires a client to be associated with that invoice. But because QuickBooks does not allow for duplicate clients to exist, QuickBooks will reject the duplicate client and prevent any associated invoice from syncing.

This setting will resolve this potential issue by automatically adding a differentiator to clients who share the same name (e.g., John Soto, John Soto - 2), ultimately allowing invoices to be synced.

You may also leave this setting unchecked and manually resolve duplicate clients.

Designed to integrate all of the different ways in which your field service business collects money using Workiz, this setting allows you to automatically sync all Workiz payments with QuickBooks.

Whether you collect a deposit on an estimate, or a payment made directly to a job or invoice in Workiz, this setting will automatically sync it to the right job in QuickBooks.

To learn more about this setting, please see this article.

When processing credit card payments with Workiz Pay, you’ll notice that the payouts you receive to your business bank account come in batches. If you’re completing multiple jobs and processing multiple payments in a single day, this means a single payout could include payments from various transactions.

This may make it difficult and time consuming to reconcile your QuickBooks Online account, which requires funds to be tied to specific transactions. When reconciling, you’re making sure that the records you’re keeping in QuickBooks match the individual transactions processed in Workiz Pay.

With the QuickBooks Online integration in Workiz, you can now do all of this automatically, saving you lots of time and money in accounting fees.

To learn more about this setting, please see this article.

When syncing invoices from Workiz to QuickBooks Online, Workiz will automatically sync basic information such as the client’s name, contact information, and invoice details. But you may also have other job-related information that you want to share with and track in QuickBooks.

This setting allows you to also sync an extra job field, such as the relevant service area or custom field.

To learn more about syncing additional job fields to QuickBooks, please see this article.

Auto-syncing all Workiz payments to QuickBooks

Connecting your QuickBooks Online account with Workiz

Connecting your QuickBooks Desktop account with Workiz