How do I get started?

Get started with Joist <> QuickBooks Sync in three easy steps:

1. Connect your QuickBooks Online account
2. Setup your Tax Rates
3. Start syncing data!

Connect your Quickbooks Online account
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1. Connecting is easy! Just go to Settings in Joist, then click QuickBooks Sync and click the green Get Started button.

2. Choose whether you want to pay annually or monthly (psst… annually is cheaper!) and click Next.

3. Enter your payment details and click Pay.
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4. Now you’ll be asked to connect your QuickBooks Online account. Click the green Connect QuickBooks button. 

5. You’ll be asked to sign in to your QuickBooks online account. Follow the steps on that screen to completion.

6. And that’s it! Your Joist and QuickBooks Online accounts are now connected and ready for syncing.

Setting up your Tax Rates

Because of the way QuickBooks handles taxes, it’s important to make sure the names (including capitalization and punctuation) and percentages of your taxes in Joist match exactly with what you have in QuickBooks.
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If any don’t match, change one (whichever is easiest for you) before your first sync to avoid delays with syncing errors. Same goes for if you have a tax in Joist that is not yet in QuickBooks, be sure to add it to QuickBooks before syncing.

If your taxes already match, you’re good to go. If you do need to make changes, click here for a step-by-step guide on how to do it. There’s a little bit of work involved, but getting this done now will make sure everything runs smoothly going forward.

Decide how and when you want to sync

Syncing takes place automatically every night (4am EST). We automatically sync documents you’ve created after signing up, once they’ve been “issued” -- meaning either emailed to your client or printed. This is because documents can only be synced once, and we want to make sure the document is finished before syncing it.

If you don’t want to automatically sync documents when they’re issued, toggle off automatic sync in settings. Then you can select which documents you want to sync when you’re ready, directly from the estimate or invoice.
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And if you need something synced right away, just click the Sync Now option available in Settings, QuickBooks Sync. Anything ready to sync will be taken care of right there and then.
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