Sync Data to QuickBooks

This tutorial shows you how to synchronize WorkTraq data with QuickBooks Online, either by syncing individual records or multiple records. Access to this feature is permission-based and, by default, is available only to users with the Accountant role.

Video Tutorial

1. 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.

2. Open the QB Tab

In the Quick Action menu, select the QB tab.

3. Sync the Record

Click Sync to QuickBooks to synchronize the selected record.

4. Start a Bulk Sync

To synchronize multiple records at once, click the Main Menu icon.

5. Open Integrations

Select Integrations.

6. Open QuickBooks

Select QuickBooks.

7. Start Multiple Sync

Click Sync to open the multiple synchronization window.

8. Select the Module

Choose the module you want to synchronize.

9. Select a Date Range

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

10. Synchronize the Data

Click Sync to begin the synchronization process.

11. Review Sync History

After synchronization is complete, the sync history is displayed below.

You can compare the synchronized records with QuickBooks:

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

You have successfully synchronized WorkTraq data with QuickBooks. You can synchronize individual records or multiple records directly from WorkTraq.