How does Syncing work?

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.

You can manually choose documents to sync as well. This option includes documents that haven’t been issued, and documents created before you signed up. More on that here.
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.
What gets synced?

Estimates and invoices (aka documents) from Joist can be synced with QuickBooks. When you sync a document, Joist checks to see if the client and items have matching instances in your QuickBooks account. If they match, they are treated as those instances. If there is no match, Joist creates a new client or item in your QuickBooks account accordingly.

QuickBooks does not allow the creation of new taxes by a third party syncing service, so it’s important your taxes in Joist and QuickBooks match exactly both in terms of the percentage and name. If any tax does not match, update it in either Joist or QuickBooks so that they do match. If you have any taxes in Joist that are not in your QuickBooks, it’s a good idea to add them to QuickBooks before syncing.

Payments information is not currently synced from Joist to QuickBooks, but this feature is in the works! For now, you can log payments manually in QuickBooks after invoices have been synced.

Does it sync both ways?

Currently, data from your Joist account will sync in one direction to your QuickBooks Online account.

Two-way sync is something we’re thinking about for the future!

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