Workiz and quickbooks Integration
Steven Grunstein
I’m looking for help with consolidating our open invoices so we can send clients a single, complete statement. Right now, we have open invoices split between Workiz and QuickBooks.
Ideally, I’d like to have all open invoices in one system (either QuickBooks or Workiz) to avoid sending clients two separate statements.
Could you please advise:
•Is there a recommended way to transfer or sync open invoices between Workiz and QuickBooks?
•Do we have any existing process or integration set up for this? OP
Happy to discuss further or help test any solution.
Indy Little
There is a setting to auto-sync invoices once they are created in Workiz to QB. Or, you can force-sync invoices individually to QB that haven't been sent to the client yet from the "Actions" dropdown in the upper right of the individual invoice page.
This should get all your invoices to QB to create a statement for a client.
Talisa Rafferty
There is a workiz QuickBooks integration. They sync together pretty well.