Skip to main content

Sync Data to QuickBooks

This tutorial shows you how to synchronize WorkTraq data with QuickBooks Online by syncing either individual records or multiple records. Access to this feature is permission-based. If the Sync option is unavailable, ask your administrator to grant the required permission. To learn how, watch Set QuickBooks Sync Permissions.

Video Tutorial

1. Synchronization Rules

Each WorkTraq record can be synchronized to QuickBooks only once. After a record has been synchronized, running the synchronization again - either individually or through multiple synchronizations - will not update the existing QuickBooks record.

quickbooks-sync-data.png

2. Sync an Individual Record

To synchronize a single record, open the Sales Invoice or Purchase Order you want to synchronize with QuickBooks, then click Other.

quickbooks-sync-data (1).png

3. Open the QB Tab

In the Quick Action menu, select the QB tab.

quickbooks-sync-data (2).png

4. Sync the Record

Click Sync to QuickBooks to synchronize the selected record.

quickbooks-sync-data (3).png

5. Start a Bulk Sync

To synchronize multiple records at once, click the hambuger-menu-icon.png Main Menu icon.

quickbooks-sync-data (4).png

6. Open Integrations

Select Integrations.

quickbooks-sync-data (5).png

7. Open QuickBooks

Select QuickBooks.

quickbooks-sync-data (6).png

8. Start Multiple Sync

Click Sync to open the multiple synchronization window.

quickbooks-sync-data (7).png

9. Select the Module

Choose the module you want to synchronize.

quickbooks-sync-data (8).png

10. Select a Date Range

Choose the date range. All records created within the selected date range will be synchronized to QuickBooks.

quickbooks-sync-data (9).png

11. Synchronize the Data

Click Sync to begin the synchronization process.

quickbooks-sync-data (10).png

12. Complete Sync Process

After synchronization is complete, click Done to finalize the synchronization and close the dialog.

quickbooks-sync-data (11).png

13. Review Sync History

Review the Sync History table, which displays the history of both individual and multiple synchronization activities.

You can compare the synchronized records with QuickBooks:

  • Sale Invoices are QuickBooks Invoices.
  • Purchase Orders are QuickBooks Bills.

quickbooks-sync-data (12).png


You have successfully synchronized WorkTraq data with QuickBooks. You can synchronize individual records or multiple records directly from WorkTraq and review all synchronization activities in the Sync History table.

Back to top