SettleWiseAccounting & QuickBooksQuickBooks
QB-01Follow in QuickBooks

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

Follow an invoice into QuickBooks.

Before you start

Sign in as
Owner, admin, or accounting with the Accounting add-on
Setup
QuickBooks connected

Run the scenario

  1. 1AccountingSettleWise · Invoices · timeline

    Create an invoice and watch its timeline.

    Expected evidence

    QuickBooks Sync Queued, then Synced to QuickBooks.

Scenario completed

Synced to QuickBooks

QuickBooks
Missing the movement→Matching SettleWise

If it does not match

  • If it stays queued, check the QuickBooks connection in Settings → Integrations.