Getting started with QuickBooks Sync is easy!
Step one is to sign up for Joist Pro or Joist Pro Elite. QuickBooks Sync is one of a list of powerful features available exclusively to Joist Pro and Joist Pro Elite subscribers.
You can do this directly from QuickBooks Sync section of the app. Choose Upgrade Now, then follow the prompts to select a payment plan.
Next you'll be asked to connect your QuickBooks Online account. Simply enter your QuickBooks account's email and password credentials and you're done!
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.
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.
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.