Yes! Handoff now officially integrates with QuickBooks. Connect Handoff to QuickBooks to automatically sync your estimates, invoices, and client information.
This integration helps you:
Eliminate manual double entry and save time
Keep your accounting system automatically up to date
Provide your accounting team with accurate, real-time data
Maintain a streamlined workflow between systems
Connecting Handoff with QuickBooks takes less than 1 minute to setup. In order to start the integration, you'll need both an existing Handoff and QuickBooks account.
Ensure that you are using a supported browser like Google Chrome or its equivalent for optimal integration functionality.
Use this link to open your Handoff settings, find "QuickBooks Sync" and get started in minutes! https://handoff.onelink.me/IRlW/settings
Getting Started
Navigate to Settings in Handoff. Click "Quickbooks Sync"
Read the brief walkthrough screens, then Click the green "Connect to QuickBooks" button
You'll be redirected to log in to Quickbooks using your Intuit email and password.
You'll be redirected back to Handoff once logged in. You'll receive a success pop-up saying "You are now synced with Quickbooks"
Client sync begins automatically, while estimate/invoice sync will apply to documents sent from this point forward
Sync Behavior
Estimates: One-way sync from Handoff to QuickBooks when sent to clients
Invoices: One-way sync from Handoff to QuickBooks when sent to clients
Clients: Two-way sync between platforms - changes in either system update automatically
Draft Documents: Remain in Handoff until formally sent to clients to prevent QuickBooks clutter (such as from test estimates)
For additional clarity, one-way synchronization means that data flows in a single direction from Handoff to QuickBooks. For instance, estimates and invoices created in Handoff are synced to QuickBooks only after they are sent to a client. Conversely, two-way synchronization allows data to flow between both platforms seamlessly. Changes made to client details in either Handoff or QuickBooks are automatically updated in both systems, providing accurate and real-time information consistency.
What Gets Synced
Estimates: Complete itemized breakdowns including quantities, unit costs, and totals
Invoices: Payment terms, due dates, and amounts
Client Details: Contact information and project details
Line Items: All groups and items from estimates transfer with full details
Managing Sync Conflicts and Best Practices
If you make changes in QuickBooks:
Handoff will detect the conflict and pause the sync
You'll see a "QuickBooks Conflict Detected" message
Click on the conflict message to review
Choose to resume sync to override QuickBooks changes with Handoff data
Best Practices:
Make all changes in Handoff to maintain one-way sync to QuickBooks
If a sync isn't showing up, refresh your QuickBooks page - syncs typically complete within 10 seconds
To check sync status, open an estimate or invoice, click the three-dot menu in the top right, and look for "QuickBooks sync status"
Review any conflict notifications promptly to maintain accurate records
Troubleshooting Common Integration Issues
Missing QuickBooks Green Button in Settings
If you do not see the QuickBooks Integration button in your Handoff settings or face issues locating the integration options, follow these troubleshooting tips:
Check Your Browser: Use a supported browser like Google Chrome or its equivalent.
Refresh the Page: Reload the Handoff settings page to ensure it loads correctly.
Restart Your Browser: Close and reopen your browser to reset any temporary glitches.
Navigate Within the App: Go to the settings page in Handoff, then look for the QuickBooks integration options under the integrations or connections section.
Additional Points to Consider
Verify that your Handoff account has the necessary permissions or subscription level to enable QuickBooks integration.
If issues persist after troubleshooting, reach out to Handoff support for further assistance.
Who It's Available For
This integration is available to Business Tier users only, as it requires:
Proposal sending feature (Business Tier)
Invoice sending feature (Business Tier)
Note on QuickBook Desktop versions: Handoff only integrates with QuickBooks Online. Handoff unfortunately does not integrate with any QuickBooks Desktop products.