A finished movement reaches QuickBooks

Invoices, payments, payouts, credit memos, transfers, and deposits should appear in QuickBooks without retyping.

Track

QuickBooks

Phase

Follow in QuickBooks

Starts with

Completed in SettleWise

Ends with

Synced to QuickBooks

The situation

The work happens in SettleWise; QuickBooks follows and is reconciled to it.

A supported movement is completed in SettleWise.

SystemAccounting

1
SettleWise queues the movement for QuickBooks
System
The work in SettleWise is already done.
2
Missing customers, vendors, and products are created in QuickBooks
System
Existing ones are matched first.
3
The movement posts to the mapped accounts
System
This is the key moment of the journey: both systems show the same movement. This is the key moment of the journey.
4
The record shows Synced to QuickBooks on its timeline
System
Queued, retrying, or failed states show there too.

System

Automates emails, matching, reminders, and sync.

Accounting

Owns money movement, registers, and reconciliation.

Accounting

Synced to QuickBooks on the record's timeline.

Why: Never type the same thing twice.

Work happens in SettleWise; QuickBooks follows.