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 clients or items section
Click the 3 vertical dots in the top right corner of your items/clients list.
Click Export
A CSV file will be downloaded to your computer, which you can then import into QuickBooks.
Clients list
Items list
