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How resources are synced between Workiz and QuickBooks Online
How resources are synced between Workiz and QuickBooks Online

Learn how resources are synced between Workiz and QuickBooks.

Updated over a week ago

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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