How to sync data from QuickBooks Online to Knowify

Data from Knowify to QuickBooks will sync automatically at the time of submission (for example: you create a new project). In addition, Every time you log into Knowify, a sync will be triggered to pull new data input in QuickBooks into Knowify. If you need to manually trigger a sync between QuickBooks and Knowify to update data, pull in new tax information, etc., you can click the QuickBooks icon in the top right corner of any page of your Knowify and select 'Sync Now', to start the sync at any time:

Note

You can also use the QuickBooks icon to check how long it's been since the last sync! If you're not seeing something in Knowify or QuickBooks, check when the last sync was. You may just need to hit 'Sync Now' to solve the problem!

See below for a full breakdown of what flows between Knowify and QuickBooks on a standard sync