QuickBooks
Connect QuickBooks Online, choose every field, map your items and tax codes, and keep the Sync Center clear.
- Choosing every field when you connect QuickBooksA new QuickBooks connection starts with every field empty. Choose each one, settle your clients and vendors, then start syncing.
- QuickBooks items and Other linesEvery line needs a QuickBooks item. Pick one for each category, service and other line, or let Workroom make one after it asks.
- Sales tax and tax codes in QuickBooksChoose who calculates tax and where it goes in QuickBooks in the US, or a tax code for each kind of line in Canada and the UK.
- The Sync Center and Needs attentionSee what synced, what is waiting and what failed, and fix each one from its card.
- QuickBooks Online and WorkroomWhat Workroom sends to QuickBooks Online, where the settings live, and what each tab is for.