Quickbooks Sync
Push to QuickBooks
Available Data to Push:
Select which data you'd like to send to QuickBooks:
✔️ Accepted Project Proposals
✔️ Customer Records
✔️ Team Member Records
✔️ Time Logs
Once finalized, this data will be submitted to your linked QuickBooks account.
Push Selected Data
Pull from QuickBooks
Sync Financial Data:
Retrieve current financial records directly from QuickBooks:
⬇️ Chart of Accounts
⬇️ Customer Balances
⬇️ Outstanding Invoices
⬇️ Payments Received
⬇️ Payroll History
This allows your team to access up-to-date data without leaving the dashboard.
Initiate Sync