QuickBooks + WorkZen
Sync that keeps your books up to date automatically. Clients, invoices, estimates, and payments flow from WorkZen to QuickBooks Online, so nobody has to retype them.
Invoices Sync Automatically
Send an invoice in WorkZen and it appears in QuickBooks about five minutes after your last edit. Payments you record in WorkZen follow it, so there is nothing to retype.
- Sent invoices push from WorkZen to QuickBooks automatically
- Payments recorded in WorkZen are sent to QuickBooks
- Line items and taxes carry over, with discounts applied so totals match
Clients Stay in Sync
New clients created in WorkZen automatically appear in QuickBooks. Contact details and addresses are kept current in QuickBooks as you update them in WorkZen.
- Automatic client creation in QuickBooks
- Import your existing QuickBooks customers whenever you want
- Edits update the same QuickBooks customer, and matching customers are linked, not duplicated
Connect in Minutes
Link your QuickBooks Online account through Intuit's secure login, then match your WorkZen taxes to your QuickBooks tax codes once in a short wizard. WorkZen suggests the matches and you confirm them. From then on, sync flows one way, from WorkZen to QuickBooks.
- Secure sign-in through Intuit, no passwords shared with WorkZen
- Map your taxes once in a short wizard, with suggested matches
- Works with QuickBooks Online
Frequently Asked Questions
Common questions about the QuickBooks integration
No. The integration works with QuickBooks Online only. QuickBooks Desktop is not supported.
Stop Double-Entering Data
Connect QuickBooks and stop retyping your invoices, payments, and clients.
No credit card required