Joist syncs to QuickBooks nightly. By default, estimates and invoices are automatically synced when they are issued. Joist also syncs any clients or items that are within the synced estimates and invoices.
If you don’t want to automatically sync all documents when they are issued, and want to select what documents get synced, here’s how:
1. Turn off automatic sync in the QuickBooks Settings page.
2. Select specific documents to sync. Documents can only be synced once. Syncing happens automatically every night.
3. Quickly see the status of your document sync.