In this article, you will learn how Workiz interacts with QuickBooks Online inventory items.
After syncing your Workiz and QuickBooks Online accounts, inventory items created in QuickBooks Online will become available to use as line items in Workiz invoices.
If you add QuickBooks Online inventory items to a Workiz invoice and then sync that invoice to QuickBooks Online, those items will automatically be deducted from your QuickBooks Online inventory.
This process only works when adding QuickBooks Online inventory items to Workiz invoices. Adding items to jobs or estimates will have no impact on your QuickBooks inventory.
Additionally, Workiz can only deduct items from your QuickBooks Online inventory — it cannot add items. Inventory levels must originally be defined in QuickBooks Online.
- You have created a QuickBooks Online inventory item
- Name: My inventory item
- Cost: $10
- Price: $100
- Stock level: 10
- Stock balance: $100
- You add one of those items to an invoice in Workiz
You select Actions > Sync to QuickBooks
The item will be removed from your QuickBooks Online inventory, with the Workiz invoice listed as the Payee account
Your QuickBooks balance will be updated from $100 to $90 to reflect the deducted inventory item used on the Workiz invoice