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QuickBooks Integration

Connect Werx to QuickBooks Online and configure your sync defaults.

In this section

QuickBooks Online Integration Overview

What syncs between Werx and QuickBooks Online.

Quickbooks online integration overview

Connect to QuickBooks Online

Connect Werx to QuickBooks and run the initial sync.

Connect to quickbooks online

QuickBooks Catalog Defaults

Set default income and expense accounts for catalog items.

Quickbooks connect catalog defaults

QuickBooks Income Defaults

Set default income service and payment accounts for customers.

Quickbooks connect income defaults

QuickBooks Expense Defaults

Set default expense and payment accounts for vendors.

Quickbooks integration expense defaults

QuickBooks Project Defaults

Set service, retainage, and class defaults for projects.

Quickbooks integration project defaults

QuickBooks Accounts

Choose which expense accounts sync with Werx.

Quickbooks integration accounts

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