Quickbooks Overview

← Integrations & Add-Ons
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

Integrations & Add-Ons

  1. Stripe Integration
  2. Quickbooks Integration Guide
  3. Quickbooks Overview
  4. Connecting to Quickbooks
  5. Quickbooks Sync Settings
  6. Syncing to Quickbooks
  7. QuickBooks Sync Record Types
  8. Viewing Sync Results
  9. Sales Tax Treatment for Global QuickBooks Users
  10. Resetting Synced Records
  11. Custom Enrollment Forms Add-on
  12. Task Add-on
  13. SMS Lesson Reminders
  14. Declined Transactions in Stripe
  15. Profile Attachments Add-On
  16. Mileage Tracking Add-On
  17. Mailchimp Integration
  18. Custom Profile Fields Add-on
  19. Vehicle Manager Add-On
  20. Lending Library Add-on
  21. Cancellation Emails Add-On
  22. Remote Login Add-on
  23. Email Add-on
  24. Disconnecting from QuickBooks
  25. Package Balance Alerts Add-on
  26. Tracking Locations & Classes in QuickBooks
  27. Syncing Multiple Teachworks Accounts to One Quickbooks Account
  28. LaTeX Lesson Notes Add-On
  29. SMS Prices
  30. Troubleshooting SMS Reminders
  31. Website Booking Plugin
  32. Bulk Invoice Payments
  33. Website Booking Plugin: Join A Class
  34. Website Booking Plugin: Book A Lesson
  35. Welcome SMS Add-On
  36. User Time Zones Add-On
  37. Location Links Add-On

Feedback and Knowledge Base

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