Help Center

QuickBooks accounts

Choose which expense accounts sync with Werx.

Updated October 15, 2026

The Accounts tab lists your QuickBooks chart of accounts as last synced. Tick the expense accounts whose transactions you want in Werx as job costs, like Supplies and Materials or Subcontractors. Leave off accounts that are not job related, like Bank Charges, so they never show up on a project.

  1. Click your avatar in the top right, choose Account Settings, then click QuickBooks.
  2. Click the Accounts tab.
  1. The list is your QuickBooks chart of accounts as last synced. Tick the expense accounts whose transactions Werx should import so they show as job costs, then click Sync Now to pull a fresh copy.

QuickBooks accounts FAQ

A new account is missing.

Click Sync Now to refresh the chart of accounts, then tick it.

Does unticking an account delete anything?

No. It stops future imports from that account. Existing expenses stay.