Sync QuickBooks
Faturas de clientes no TidyFlow → automaticamente no QuickBooks
Ligue o QuickBooks Online uma vez no ecrã de Integrações. O TidyFlow sincroniza faturas com clientes, linhas e totais — sem reescrever cada serviço.
Operações e contabilidade finalmente falam a mesma língua.
- Ligação OAuth com um toque
- Sincronize uma fatura ou selecione várias pendentes
- Sync opcional ao criar, enviar ou marcar como paga
- Sync de faturas de folha para runs aprovados (conforme plano)
- Log de atividade mostra o que sincronizou e quando
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.
Perguntas sobre os novos recursos
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.