In this article, you will learn about how resources are synced between Workiz and QuickBooks Online.
After the initial sync, resources between Workiz and QuickBooks Online are synced as follows:
Syncable resource | Sync direction | Notes |
Clients | Both ways |
|
Items | Both ways* | Non-inventory items sync both ways. |
Payments | From Workiz to QuickBooks |
|
Invoices | Both ways* | Only sync from Workiz to QuickBooks by default. Integration may be customized to sync invoices both ways. |
To learn more about how resources are synced between Workiz and QuickBooks Online during the initial sync, please see this article.
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