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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.

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.

  1. From the navigation bar, select Settings > Settings

  2. Under Integrations, select QuickBooks integration

  3. From the QuickBooks integration page, select the Settings tab

  4. Check the box for Auto sync invoices once they are paid in full

With this setting enabled, your Workiz invoices will automatically sync to QuickBooks Online once they have been paid in full.


Note: After enabling this setting, automatic syncing will only apply to future invoices that are paid in full. To sync past invoices, please see the sections below.



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

  1. In Workiz, open the invoice you want to sync

  2. Select Actions > Sync to QuickBooks

Workiz will sync this single invoice with QuickBooks Online.

Manually syncing multiple invoices

  1. In Workiz, select Invoices from the sidebar navigation

  2. Select all of the invoices you want to sync

  3. Select More > Sync to QuickBooks

Workiz will sync the invoices you selected with QuickBooks Online.

Manually syncing all invoices

  1. In Workiz, select Settings > Settings from the sidebar navigation

  2. Under Integrations, select QuickBooks integration

  3. Select Run sync

Workiz will now sync all of the unsynced invoices you had stored in your account.

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