QuickBooks

Two-way QuickBooks sync. No double entry.

Werx connects to QuickBooks Online with two-way sync. Core records like invoices, payments, and expenses post to QuickBooks, while customers, vendors, and items flow back - no double entry.

Why contractors switch

QuickBooks Online handles accounting and progress invoices. Advanced also offers construction financials and AIA-style billing. Werx adds G702/G703 style pay apps, retainage, and stored materials to your workflow. Invoices and payments then sync to QuickBooks Online.

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How it works

Connected in 3 steps

1. Connect your QuickBooks account

Link QuickBooks Online inside Werx. Existing data imports automatically.

2. Work in Werx as usual

Create invoices, record payments, add vendors. Data flows to QuickBooks automatically.

3. Books stay in sync

Your financial records post to QuickBooks and reference data flows back. No exports. No reconciliation.

Integration

Real two-way sync

This is a true two-way connection. Customers, vendors, products, and tax rates pull in from QuickBooks. Invoices, payments, bills, and expenses you create in Werx post to QuickBooks. Most changes sync within minutes, and scheduled hourly and daily syncs keep both systems matched - no manual exports, no reconciliation, no double entry.

What syncs between Werx and QuickBooks Online

Every record below stays matched across both systems. The arrows show which way each one flows.

Data QuickBooks → Werx Werx → QuickBooks
Clients
Vendors
1099 Subs
Products & Services
Classes Not synced
Accounts Not synced
Tax Rates Not synced
Invoices Not synced
Invoice Payments
Bills
Bill Payments
Cash/Debit Expenses
Credit Card Expenses
Moving off Desktop

Coming from QuickBooks Desktop?

Intuit has not announced an end date for QuickBooks Desktop 2024. Pro, Premier, and Mac have been renewal-only since 2024. QuickBooks Online supports progress invoices, and Advanced has construction financials. Check the plan and pay-app fields your jobs need before moving. Werx builds G702/G703 style pay apps and syncs invoices to QuickBooks Online.

features quickbook integration screen shot 2023 05 23 at 3 15 16 pm
Benefits

Bring your books in on day one

A guided 5-step wizard connects your account, then pulls in your QuickBooks customers, vendors, items, and accounts so you choose exactly what to import. QuickBooks sync is included on every Werx plan - no add-on, no extra setup.

features quickbook integration import
Everything included

Sync that just works

Two-way sync

Invoices, payments, and expenses flow to QuickBooks. Customers and items flow back.

Customers & vendors

Client and vendor records stay matched across systems.

Invoices & payments

AIA-style, progress, and T&M invoices sync as QBO invoices.

Products & services

Your item library syncs automatically.

No extra cost

QuickBooks sync is included on every Werx plan.

Payroll-ready time

Approve time in Werx, ready for your payroll run.

FAQ

QuickBooks integration questions

Is QuickBooks sync included on all plans?

Yes. Two-way QuickBooks Online sync is included on every plan at no extra cost.

Does Werx support QuickBooks Desktop?

No. Werx integrates with QuickBooks Online only. If you are moving off Desktop, see what happens to your progress billing in QuickBooks Online.

Is QuickBooks Desktop being discontinued?

Desktop 2023 was discontinued on May 31, 2026. Intuit has not announced an end date for Desktop 2024, so there is no confirmed deadline for current users.

I am moving from Desktop to QuickBooks Online. What happens to my pay applications?

Standard progress invoicing splits an accepted estimate. Advanced adds AIA-style billing in its construction beta. Test its pay-app output against your contract. Werx builds G702/G703 style pay apps and syncs invoices to QuickBooks Online.

How does the sync work?

It is a two-way sync. Invoices, payments, bills, and expenses post from Werx to QuickBooks, while customers, vendors, items, and accounts pull in from QuickBooks. Many changes sync within minutes, and scheduled hourly and daily syncs keep both systems matched.

Can I sync existing data when I first connect?

Yes. Existing clients, vendors, products, and accounts import on the first connection.

What about payroll?

Track and approve time in Werx, so your approved hours are ready for payroll.

Trusted by Contractors

Contractors love Werx for QuickBooks sync

Capterra

“Customer service is amazing and all the services you get for one low price just can't be beat. Highly recommend!”

G2

“It's a reliable tool that has helped me stay organized, manage tasks more efficiently, and keep projects on track.”

G2

“Werx gives us the biggest bang for the buck out of anything we have tried.”

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