Quickbooks Overview

1. Teachworks connects with QuickBooks Online (but not the desktop version).

2. Syncing is one-way from Teachworks to QuickBooks.

3. Teachworks syncs customers, services, invoices, credit notes and payments.

4. The following items must be entered manually in QuickBooks
  • Refunds
  • Voiding invoices and credit memos (if voided after syncing to QuickBooks)
  • Allocating payments and credit memos to invoices.
5. QuickBooks does not support the "Tax Inclusive" tax treatment on invoices.

6. You can connect multiple Teachworks Accounts to one Quickbooks Account. Go to: Syncing Multiple Teachworks Account to One Quickbooks Account

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