In this article, you will learn how to find invoices that have been synced from Workiz to QuickBooks Online.
Finding synced invoices in Workiz
- Open Workiz on your web browser
- From the top navigation bar, select your profile icon > Settings
- Under Integrations, select QuickBooks integration
- Select Filter results > Invoices
- Review the list of invoices that were synced
Invoices can be set up to sync automatically (e.g., when created, paid in full) or manually. To learn more about syncing invoices from Workiz to QuickBooks, please see this article.
Finding synced invoices in QuickBooks
- Open QuickBooks Online on your web browser
- From the sidebar menu, select All apps > Sales & get paid > Invoices
- Review the list of invoices that were synced
When invoices are synced from Workiz to QuickBooks, they’re assigned a system-generated invoice number using the following format:
SAJ{{Invoice ID}}_{{random letter sequence}}
For example, Invoice ID 100 in Workiz may appear in QuickBooks as SAJ100_SKOT.
This format is system-generated and cannot be changed. It helps prevent duplicate invoices from being created in QuickBooks.
To learn more about how other data is synced from Workiz to QuickBooks, please see this article.