All Collections
QuickBooks Sync
Syncing and Troubleshooting
QuickBooks Sync - Per Document Syncing
QuickBooks Sync - Per Document Syncing
Updated over a week ago

By default, estimates and invoices are automatically queued for syncing when they are "issued" (sent by email).

If you prefer, you can manually choose which documents to sync. Here's how:

iOS

Tap More at the bottom of the screen, then tap Quickbooks Sync and turn off automatic sync.

Next, open a specific document that you want to sync. Tap More at the top of the screen, then select Sync with Quickbooks. Note that a document can only be synced once.

Your documents will be synced to QuickBooks overnight.

Android

Go to Manage > Quickbooks Sync and turn off automatic sync.

Next, open a specific document that you want to sync. Tap the 3 dots, then select Sync with Quickbooks. Note that a document can only be synced once.

Your documents will be synced to QuickBooks overnight.

Web

From the menu on the left, go to Settings > Quickbooks Sync and turn off automatic sync.

Next, open a specific document that you want to sync. Tap More in the top-right, then select Sync with Quickbooks. Note that a document can only be synced once.

Your documents will be synced to QuickBooks overnight.

If you need to sync right away, you can use the Sync Now button in the QuickBooks Sync settings page.

Did this answer your question?