Help Center
Connect to QuickBooks Online
Link the accounts and run the first import.
Updated October 15, 2026
Connecting takes a few minutes and only an administrator can do it. You sign in to Intuit, pick the company file, and come back to Werx connected. Werx then imports your chart of accounts, terms, classes, locations, payment methods and tax rates.
- Click your avatar in the top right, choose Account Settings, then click QuickBooks.
- Click Connect to QuickBooks and sign in to Intuit. Pick the company file to link and allow access; you return to Werx connected.
- Click Continue setup to open the setup wizard. Its five steps run in order: Sync pulls your chart of accounts, then Catalog, Customers and Vendors import those lists, and Defaults picks the accounts Werx should use.
- Each import step lists what QuickBooks has; tick the rows and click Import & Continue, or Skip when there is nothing to bring in. You can come back to any step from the setup card on the Connect tab.
After you connect
The QuickBooks page shows when you connected and when the last sync ran, with Connect, Transactions, defaults and Accounts tabs and a Sync Now button.
1. Import your products and services. See Catalog. 2. Import customers and vendors. 3. Set the sync defaults: Expense Defaults, Income Defaults, Catalog Defaults and Project Defaults.
Re-sync reference data
If you change your chart of accounts, terms, classes, locations, payment methods or tax rates in QuickBooks, open the QuickBooks page and click Sync Now to pull the changes into Werx.
Connect FAQ
Who can connect?
An administrator with the QuickBooks login for your company file.
How do I disconnect?
Click Disconnect on the QuickBooks page. Synced records keep their links, so you can reconnect later without duplicates.
Werx says Not Connected but I connected last month.
QuickBooks tokens expire when the Intuit password changes or access is revoked. Click Connect to QuickBooks again.