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QuickBooks Integration for Workers and Customers

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Workers

• Track Cost & Generate Bills
  • Activate this option to track costs and automatically generate bills for the worker.
  • Bills are linked to the worker’s vendor account in QuickBooks.
• Connect
  • Select from a dynamically generated list of existing vendors in QuickBooks.
  • Optionally, create a new vendor profile if the worker does not already exist in QBO.

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Customers

• Connect
  • Select from a dynamically generated list of existing customers in QuickBooks.
  • Optionally, create a new customer profile directly from our system.
  • You can choose to keep customer details synced between our app and QBO to ensure consistent records.

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Linking Existing QBO user

• Click connect
• Select existing QBO user
• toggle sync details to QBO

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Create new QuickBooks Customer

• This uses our app detail about this customer to create a new user in QBO

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Sync Customer Details to QuickBooks

• Its a one-way sync. When changes are made in QBO, our app does not update.
• Initial connect does not trigger a sync to QBO. A change and save to their profile would.

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Key Points for Managers

• Worker costs flow into QuickBooks as vendor bills, simplifying financial tracking.
• Customers linked to QuickBooks can be kept in sync, avoiding duplicate data entry.
• Managers control whether to connect to existing records or create new entries during setup.