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Can I sync my clients and items lists?
Can I sync my clients and items lists?
Updated over a week ago

When you sync an estimate or invoice from Joist to QuickBooks, the client and items contained in that document are synced over automatically.

We do not have an automatic way of syncing your entire clients list or items list. But there is an easy way to do this manually.

First sign into your Joist account from our web app at pro.joistapp.com . Navigate to the items or clients section and click the Import/Export button and choose Export.

A CSV file will be downloaded to your computer, which you can then import into QuickBooks.

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