Sync QuickBooks
Factures clients dans TidyFlow → automatiquement dans QuickBooks
Connectez QuickBooks Online une fois depuis l’écran Intégrations. TidyFlow synchronise les factures clients avec clients, lignes et totaux — votre comptable ne resaisit plus chaque intervention.
Opérations et comptabilité parlent enfin le même langage.
- Connexion OAuth en un clic
- Sync d’une facture ou sélection en masse des en attente
- Sync optionnelle à la création, l’envoi ou le paiement
- Sync des factures de paie pour les runs approuvés (selon forfait)
- Le journal d’activité montre ce qui a été synchronisé et quand
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.
Questions sur les nouveautés
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.