QuickBooks Setup
Connect QuickBooks Online, configure sync settings, and reconnect.
By Dave and 1 other2 authors4 articles
- How to connect QuickBooks Online to HandoffConnect QuickBooks Online from Settings > QuickBooks sync, choose where projects go, and finish setup. Learn what Handoff imports and pauses.
- How to choose your QuickBooks sync settingsChoose how projects map to QuickBooks and which records sync, from Settings > QuickBooks sync. See what each toggle does and which plans get two-way sync.
- How to disconnect or reconnect QuickBooksDisconnect QuickBooks from Settings > QuickBooks sync, or reconnect after a dropped connection. Your sync settings and existing records are kept.
- Does Handoff work with QuickBooks Desktop?Handoff connects to QuickBooks Online only. It does not connect to QuickBooks Desktop, so use QuickBooks Online to sync estimates, invoices, and clients.
