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QuickBooks Online integration overview
What syncs, in which direction, and why to connect first.
Updated October 15, 2026
Werx syncs both ways with QuickBooks Online. Customers, vendors and catalog items move in both directions. Invoices, bills and expenses you create in Werx land in QuickBooks. Accounts, classes, terms and tax rates come from QuickBooks into Werx. Your bookkeeper keeps working in QuickBooks and your office keeps working in Werx.
Connect before you add data
If you are new to Werx and you use QuickBooks Online, connect first and import your customers, vendors and catalog from QuickBooks. Werx matches records by name, but data entered in Werx before connecting can produce duplicates.
- Click your avatar in the top right, choose Account Settings, then click QuickBooks.
- The Connect tab shows the connection, when it last synced, and the sync settings. Werx pushes customers, vendors, catalog items, invoices, payments, bills and expenses to QuickBooks Online and pulls accounts, classes and terms back.
- Transactions lists every sync and its result, Defaults holds the accounts and items new records use, and Accounts is your chart of accounts.
What syncs with QuickBooks Online
| Data | Werx to QuickBooks | QuickBooks to Werx |
|---|---|---|
| Customers | Yes | Yes |
| Vendors | Yes | Yes |
| 1099 subcontractors | Yes | Yes |
| Projects | Yes (as sub-customers) | No |
| Products and services | Yes | Yes |
| Classes | No | Yes |
| Accounts | No | Yes |
| Terms | No | Yes |
| Tax rates | No | Yes |
| Invoices and pay applications | Yes | No |
| Payments | Yes | Yes |
| Bills and bill payments | Yes | Yes |
| Cash, debit and credit card expenses | Yes | Yes |
| Vendor credits | Yes | No |
QuickBooks integration FAQ
Does Werx work with QuickBooks Desktop?
No. The integration is for QuickBooks Online only.
When does a document sync?
When you choose Save & Sync, or when you send it with background sync turned on. The QuickBooks page shows the last sync time.
What if a sync fails?
The Transactions tab on the QuickBooks page lists every sync with its result so you can fix the record and retry.