How resources are synced between Workiz and QuickBooks Online

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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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