features Tutorial

Quick Books Online Sync

ServiceWorks syncs all the data from ServiceWorks to QuickBooks online in appropriate accounting bucket. Search for the transactions that you want to be synced by the date range.

Then click on the QB Connect button. Enter your credentials to connect to QB. You will see the sync data button when you are connected.

Check the elements you want to see and it will turn green and say active. ServiceWorks automatically marks the dependents elements as Active. For example if you check Ticket Invoice then automatically Customer, Vendor, Employee,Inventory will be selected for synchronization.

Next you just have to click the Sync Data button and data will flow from ServiceWOrks to QuickBooks and you will see the result of syn under the Sync Result panel on the right.

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