How to Sync with Quickbooks Desktop

After your onboarding session and confirming that we have the QB file and web connector running, we can trigger a sync of data between Knowify and QB by logging into Knowify and navigating to the accountant section

When you finalize a new client, vendor, item or a transaction designated to sync with Quickbooks, Knowify will send the transaction to the queue as On Hold

When you are ready, you will click the green sync with Quickbooks button and this will trigger anything on hold to sync to QB, one at a time (the number of pending transactions is the amount of entities to be synced from on-hold status when triggered):

Knowify will keep you updated of the progress with the sync

After the sync is complete you will see a prompt with a summary of everything that synced which will also indicate if there were any errors and give you the option to start an import from QB into Knowify:

You can also trigger an import from QB into Knowify by clicking the sync with quickbooks button when the queue of on hold transactions is empty: