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 | Both ways* | All payments can be synced from Workiz to QuickBooks, but only offline payments can be synced from QuickBooks to Workiz. Invoice two-way sync is required to sync payments from QuickBooks Online. |
| 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.