QuickBooks

Connect QuickBooks Online, finish the setup steps, and optionally import your QuickBooks history.

Read the QuickBooks health screen and set accounts, tax codes, classes and what syncs.

Send customers, invoices and payments to QuickBooks Desktop Pro, Premier or Enterprise through Intuit's Web Connector.

What disconnecting does, when to reconnect instead, and what to check before reconnecting.

Name matching, migrated-customer safety, and why duplicates never reach your books.

When invoices reach QuickBooks, what carries over, and why one might be held back.

How payments are applied to QuickBooks invoices, and what stays in QuickBooks.

Items are matched by name or created, and stay in step when you edit them.

Pick the QuickBooks tax code for each tax rate so taxed invoices book correctly.

Tag synced invoice lines with a class per job type so P&L by Class shows each division.

Billed purchase orders post to QuickBooks as Bills on your COGS account.

Post company-paid expenses to QuickBooks on the right account, job and class.

Every held-back record explains itself — here's what each message means and the fix.

Add your employees in QuickBooks with hourly pay so synced hours turn into paychecks.

Approved, locked hours push as time entries QuickBooks Payroll turns into paychecks.

Each tech's hours carry a class, so wages and payroll taxes land under the right division on P&L by Class.

Each day splits across the classes of the jobs a tech worked, so every division's P&L carries its true labor cost.