Integrating with QuickBooks
Head over to Settings and select "Integrations", then click on "QuickBooks".
Select "Login to QuickBooks".
Note: You’ll now be redirected to QuickBooks and asked to log in and authorise Tradify.
Enter in your QuickBooks login credentials and then select "Sign in".
Note: If you're already logged into QuickBooks, it will automatically skip this step.
Once authorised, you will automatically be redirected back to Tradify where you'll now notice four new account fields.
Using the fields provided, select the appropriate account codes for Labour, Materials, your Bank Account and Purchases, then click OK.
Note: If you’re unsure on which account codes to use, we recommend seeking the guidance of your accountant or bookkeeper.
The following presets are available to use at your discretion. You can enable as many or as little as you'd like.
Use QuickBooks invoice numbering sequence. This is recommended if you plan to create invoices using both Tradify and Quickbooks.
As the name suggests, enabling this option will trigger Tradify to use QuickBooks invoice numbering sequences over its own. This all takes place during the stage of sending the invoice to QuickBooks. Until that point in time, the invoice will remain with a 'draft' title in Tradify.
Send files to QuickBooks. This will include files attached to notes when sending invoices and bills to QuickBooks.
When this option is enabled, any files attached to an invoice in Tradify (under the notes section of the invoice) are added to the file attachment section on the corresponding invoice in QuickBooks.
Send Price List Items to QuickBooks as Inventory.
When this option is selected, Tradify either creates Inventory Items to correspond with the Price List Items on the line detail of a Tradify invoice, or it updates existing Inventory Items to match the Price List Items in Tradify.
Importing from QuickBooks
Once the link has been established with QuickBooks, you can import your customers, suppliers and price list items by following the processes set out in each of the articles linked below.
Important Note: You can perform the above steps at any stage to update your Customers, Suppliers and Price List Items in Tradify. However, we do recommend creating and maintaining these in Tradify directly, as they will automatically update in QuickBooks when sending invoices over.