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See which Handoff records sync with QuickBooks Online, in which direction, how estimates and invoices appear there, and when sync runs.

How QuickBooks sync works

Find the message on your estimate, invoice, client, or expense, then follow the fix. Covers connection, paused, conflict, and sync error messages.

QuickBooks sync errors and how to fix them

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What syncs (customers, vendors, expenses, invoices, payments) and troubleshooting.

QuickBooks Sync

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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