Connecting QuickBooks
Set up the QuickBooks integration:
- Go to Settings → Integrations
- Click "Connect" under QuickBooks Online
- Log in to your QuickBooks account
- Authorize ServTrackr access
- Configure initial sync settings
Sync Settings
Control what data syncs and how often:
- Customers: Sync client information bidirectionally
- Invoices: Push invoices to QuickBooks
- Payments: Record payments in both systems
- Items: Sync products and services
- Expenses: Track job costs and expenses
- Frequency: Real-time, hourly, or manual sync
Data Mapping
Map ServTrackr data to QuickBooks fields:
- Match service categories to QuickBooks accounts
- Map payment methods
- Link tax codes and rates
- Configure customer types and classes
- Set default accounts for income and expenses
Troubleshooting
Resolve common sync issues:
- Connection lost - reconnect authorization
- Duplicate records - merge or exclude
- Mapping errors - verify field mappings
- Sync failures - check error logs
- Missing data - force resync