Connect QuickBooks and choose a sync mode

Connect QuickBooks from Integrations > QuickBooks after deciding which sync mode your workspace needs. The connection continues in QuickBooks, so choose the mode before starting authorization.

The disconnected QuickBooks panel summarizes the two modes before the connection dialog opens.

1. Open Workspace Settings, select Integrations, then select QuickBooks.

2. Select Connect QuickBooks.

3. Choose a Sync Mode when both modes are available.

4. Review the settings for the selected mode.

5. Select Connect to QuickBooks and complete the QuickBooks authorization.

Standard invoice sync

Standard invoice sync uses the event's QuickBooks sync setting. You can choose whether sync is enabled by default for new events, choose invoice and due-date sources, and preview existing events before enabling sync for them.

When automatic sync is on for a new event, FlowerBuddy creates the QuickBooks invoice when that event becomes Booked. You can still turn on sync for an individual event when the workspace default is off.

Accounting review / deferred revenue sync

Accounting review / deferred revenue sync is for the advanced QuickBooks accrual-accounting option. It does not use the existing event invoice-sync settings.

After connection, open Accounting > Accounts to set up account mappings and deferred revenue. Then use Accounting and the event's Accounting tab to review receipts and revenue. This option is not required for ordinary event planning or standard invoice sync.