In this article, you will learn how to sync invoices created in Workiz with QuickBooks.
With Workiz, you’ll have the option to sync your invoices automatically or manually.
Note: In order to sync Workiz invoices to QuickBooks, you will first need to enable the integration.
To learn more about enabling the integration, please see this article.
Auto-syncing invoices
After connecting your Workiz account to your QuickBooks Online account and completing the initial sync, you will be provided with a settings page in Workiz where you can configure your integration.
Here, you can set your QuickBooks Online integration to automatically sync Workiz invoices once they are paid in full, saving you time and effort.
From the navigation bar, select Settings > Settings
Under Integrations, select QuickBooks integration
From the QuickBooks integration page, select the Settings tab
Check the box for Sync invoices when created and/or Sync invoices when paid in full
With this setting enabled, your Workiz invoices will automatically sync to QuickBooks Online once they have been created and/or paid in full.
Manually syncing invoices
If you prefer to sync Workiz invoices on your own schedule, you can also do so manually by syncing:
One invoice at a time
Multiple selected invoices at the same time
All unsynced invoices at the same time
Manually syncing an individual invoice
In Workiz, open the invoice you want to sync
Select Actions > Sync to QuickBooks
Workiz will sync this single invoice with QuickBooks Online.
Manually syncing multiple invoices
In Workiz, select Invoices from the sidebar navigation
Select all of the invoices you want to sync
Select More > Sync to QuickBooks
Workiz will sync the invoices you selected with QuickBooks Online.
Manually syncing all invoices
In Workiz, select Settings > Settings from the sidebar navigation
Under Integrations, select QuickBooks integration
Select Run sync
Workiz will now sync all of the unsynced invoices you had stored in your account.
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