QuickBooks Sync
Once connected and configured, QuickBooks sync keeps your data flowing between Peasy and QuickBooks automatically. Here's how day-to-day sync works.
How to Get There
Click Configure (gear icon) in the sidebar, then select Integrations > QuickBooks. You can also sync from Sell > Customers, Buy > Vendors, and Sell > Orders.
What Syncs
| Data | Direction | How it works |
|---|---|---|
| Customers | Both ways | Changes in either system are reflected in the other |
| Vendors | Both ways | Same as customers |
| Invoices | Peasy to QuickBooks | Invoices created in Peasy can be synced to QuickBooks |
| Items | Peasy to QuickBooks | Items are pushed from Peasy to keep QuickBooks aligned |
The sync direction for each type depends on your settings (configured in the Setup Wizard or QuickBooks settings page).
Syncing Individual Records
You can sync specific records from within Peasy:
- Customers page — Select customers and click Sync to QuickBooks
- Vendors page — Select vendors and click Sync to QuickBooks
- Orders page — Sync individual invoices to QuickBooks
Automatic Sync
If you've enabled auto-sync options:
- New customers created in Peasy are automatically pushed to QuickBooks
- New vendors follow the same pattern
- Invoices can be auto-created in QuickBooks when orders are marked as shipped
Handling Duplicates
When syncing, Peasy checks for existing records in QuickBooks to avoid creating duplicates. If a match is found by name, the records are linked instead of duplicated.
Connection Health
Peasy monitors your QuickBooks connection and refreshes the authentication automatically. If something goes wrong (like an expired connection), you'll see a notification in the QuickBooks settings page with instructions to reconnect.
Good to Know
- Sync happens in near real time for most operations.
- You can always check the QuickBooks settings page to see the connection status and last sync time.
- If you notice data not syncing, check the QuickBooks settings page for any error messages.
- Disconnecting QuickBooks stops all sync activity but doesn't delete any data in either system.
- Sync uses your category-to-account mapping, so make sure your categories are mapped properly in the settings.
Related
- Connecting QuickBooks — Setting up the connection
- QuickBooks Setup Wizard — Configuring sync options
- Managing Customers — Syncing customers
- Managing Vendors — Syncing vendors