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Financials · Accounting
WorkSync QBO
The QuickBooks Online sync your field team actually trusts.
Most QuickBooks integrations stop at 'we move invoices.' WorkSync QBO is built specifically for WorkSkedge — so customers, vendors, employees, timesheets, invoices, purchase orders, reimbursements, vendor credits, and payments all land in QBO the way your bookkeeper expects, the first time. WorkSkedge stays the source of truth for your field operations. QBO stays the source of truth for your books. WorkSync QBO keeps them perfectly in step in real time, in the background, without double entry.
Sync the people
- One-way push of Customers, Vendors, and Employees from WorkSkedge to QBO
- Smart duplicate detection by name so you don't end up with 'Acme' and 'ACME Inc'
- Guided mapping wizard during setup to link your existing QBO records
- Manual re-map any time from a searchable picker
Sync the work
- Invoices sync the moment they're sent — including line items, tax codes, discounts, holdback/retainage, and PDF attachments
- Purchase Orders flow through their full lifecycle: PO → Bill → BillPayment, with vendor receipts and bill attachments merged automatically
- PO Reimbursements post to QBO as a proper Bill + BillPayment against a '(Reimbursement)' vendor — clean audit trail, no manual journal entries
- Vendor Credits sync as native QBO VendorCredits
- Timesheets become QBO TimeActivity entries, with a configurable start date so you don't backfill years of history
Sync the money
- Two-way Payment & BillPayment sync — record payments wherever it's convenient, in WorkSkedge or QBO
- Circular-sync protection so a payment never bounces back and duplicates itself
- Country-aware tax handling for US, Canada, and Australia — GST/HST/PST/QST, mixed tax codes per line, banker's rounding, and proper child tax rate resolution
- Push QBO tax codes, payment terms, and credit card accounts back into WorkSkedge so both sides match
Know it's working
- Live dashboard with sync health, queue status, and connection state
- Sync history, error inbox with actionable alerts, and webhook delivery log
- Reliable retry queue with exponential backoff and dead-letter recovery — transient QBO blips never lose a record
If WorkSkedge runs your field, WorkSync QBO runs the conversation with your accountant.
