Why Connect QuickBooks?
Connecting WIZniche to QuickBooks saves you hours of double entry. Instead of typing an invoice twice (once in WIZniche and once in QuickBooks), the integration does it for you.
What Syncs?
Invoices: Send approved invoices directly to your accounting ledger.
Customers: Keep your client contact details consistent across both platforms.
Service Items: Sync your price book so your rates match.
Inventory: Maintain accurate stock levels and valuations.
Note: Before you attempt to connect, you must ensure your tax settings are configured on both platforms. If these are not set up, the connection will fail.
WIZniche Tax: You must enable Tax Computation in your WIZniche Billing Settings.
QuickBooks Tax: You must have your tax information already configured inside your QuickBooks Online account.
Access Intuit Integration
Click on your Avatar in the top right corner of the dashboard.
Select Settings from the dropdown menu.
Scroll down to the Integrations section.
Click on Intuit.
Step 1: Connecting Your Account
Toggle the Enable Intuit switch to ON.
Tip: Hover over the (i) info icon next to the toggle to verify the tax requirements listed above.
Click the blue Connect to QuickBooks button.
Log In: You will be redirected to the secure Intuit login page. Enter your QuickBooks credentials to authorize the connection.
Tip: On pages like Invoice List, Customer List, or Service Items, if you aren't connected yet, you will see a convenient "Connect to QuickBooks" button near the top right.
Step 2: Syncing Your Data
Once connected, you gain new controls on your list pages to push or pull data.
A. Syncing Customers
Go to the Customers list page.
You will see a new QuickBooks dropdown button in the top right.
Import from QuickBooks: Pulls your existing client list from QuickBooks into WIZniche (great for new users).
Export to QuickBooks: Pushes your WIZniche customers to QuickBooks.
B. Syncing Service Items & Inventory
Go to Settings > Services and Prices.
Use the QuickBooks dropdown to:
Import from QuickBooks: If you already have a price book set up in your accounting software, bring it into WIZniche instantly.
Export to QuickBooks: If you built your service menu in WIZniche, push it to your accounting software to ensure line items match on invoices.
C. Syncing Invoices
Go to the Invoices list page.
Status Column: You will see a new column labeled Synced to QuickBooks.
A green checkmark or status indicates the invoice is safely recorded in your accounting software.
Manual Sync: If an invoice hasn't synced automatically, you can select it and use the Export to QuickBooks option.
Disconnecting from QuickBooks
If you need to switch QuickBooks accounts or stop the integration for any reason, you can unlink the platforms easily from the same settings page.
Unlink the Account
Once on the Intuit settings page, locate the button (which previously said Connect).
Click the Disconnect button.
Your account will be unlinked immediately, and the integration will stop syncing data.
Need more help?
We are here to assist you! Reach out to us at [email protected] or click the Blue WIZchat Messenger icon in the bottom corner of your screen to chat with our team live.