Product Update: QuickBooks Automatic Sync and Other Improvements

We've Improved Our Integration With QuickBooks

At Workiz, we’re constantly working to make our product the best it can possibly be. We’ve heard your comments and so we’ve made a few important improvements to our QuickBooks integration.



What's Changed?

 

Automatic Invoice Sync  From now on, you you can set your invoices to sync automatically with one click.

  1.  Go to “Settings”
  2. Click on “QuickBooks Sync”
  3. Select “Automatically sync invoices once they are paid in full”

how to sync invoices


Don’t want your invoices to sync automatically? No problem! Just leave it as is! 

Error Descriptions – See an error message when trying to sync to QuickBooks, such as “duplicate name“, and can’t figure out why? Not anymore! The new error description feature shows you exactly what the problem is and how to fix it.
 

quickbook error messages


Why Should I connect quickBooks?


Many service pros like you use QuickBooks for their accounting and bookkeeping. With Workiz’s integration, you can sync your products, clients, and invoices directly with your QuickBooks account, making dealing with your finances that much easier.

At Workiz, we are always committed to improving and finding ways to help service businesses grow and succeed.

Have any comments, questions, or suggestions for improvement? We want your input! Reach out to our customer success team 

Join over 40,000 service pros who use Workiz to manage their business.

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