QuickBooks sync is Peasy's integration that pushes financial data to QuickBooks Online. In Peasy, this sync keeps your accounting software up to date with invoices, payments, customers, vendors, and items without manual journal entries.
How It Works in Peasy
- Connect QuickBooks from Configure > Integrations > QuickBooks
- The setup wizard maps Peasy categories to QuickBooks chart of accounts
- Supported records can sync automatically according to their QuickBooks direction and auto-sync settings
- With an active connection, an outbound customer direction, and Auto-sync new customers enabled, Peasy attempts to match or create each new active customer in QuickBooks
- If that customer sync does not complete or QuickBooks rejects it, link or create the customer during invoice sync or from the customer's QuickBooks controls
Why It Matters
QuickBooks sync keeps your books accurate without the tedious manual data entry that leads to errors and delays. Your accountant gets real-time financial data from Peasy, and you don't have to reconcile two disconnected systems.