QuickBooks 同步
TidyFlow 中的客户发票 → 自动进入 QuickBooks
从集成界面一次性连接 QuickBooks Online。TidyFlow 将客户发票与客户、明细行和合计同步 —— 会计无需再逐单重录。
运营与财务终于说同一种语言。
- 一键 OAuth 连接
- 同步单张发票或批量选择待处理
- 可在创建、发送或标记已付时可选同步
- 已批准工资批次的账单同步（视套餐而定）
- 活动日志显示同步内容与时间
Who QuickBooks sync is for
Cleaning company owners and bookkeepers who invoice clients in TidyFlow but post revenue in QuickBooks Online.
Teams tired of re-typing customer names, line items, and totals after every completed contract cycle.
How QuickBooks sync works
Connect QuickBooks Online once with OAuth from the Integrations screen. TidyFlow maps customers and pushes invoice totals with line items so your books stay aligned with operations.
Sync a single invoice or bulk-select pending ones. Optional automation can sync when an invoice is created, sent, or marked paid — depending on how your finance team works.
Approved payroll runs can sync as bills on supported plans. The activity log records what synced and when so support and accountants can audit failures quickly.
Why it matters
Operations and accounting diverge when invoices live only in the field system. Syncing into QuickBooks keeps cash collection, AR, and tax reporting consistent without duplicate data entry.
Your team still creates and manages client invoices in TidyFlow — QuickBooks receives the accounting copy, it does not replace TidyFlow invoicing.
关于新功能的常见问题
Does this work with QuickBooks Desktop?+
The integration targets QuickBooks Online via OAuth. Desktop workflows are not the primary path.
Can I turn off auto-sync?+
Yes. Use manual sync or choose which invoice events trigger automation.