QuickBooks
Connect QuickBooks and prepare customers, suppliers, and catalog records for sync
Authorize the correct QuickBooks company and import/map the foundation records needed by later exports. Follow the current customer-facing workflow and verify access, status, and resulting records before continuing.
Before you begin
- Audience: Company admin, accounting manager.
- Company-admin access
- QuickBooks Online administrator authorization
- correct QuickBooks company
- JobBuddy customers/suppliers/products as applicable.
Company Settings → Integrations (#/admin/company?tab=integrations); integration detail #/admin/integrations/:id/settings, /data, and /import
Connect QuickBooks and prepare customers, suppliers, and catalog records for sync
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Open the workspace
In JobBuddy, go to Company Settings → Integrations (#/admin/company?tab=integrations); integration detail #/admin/integrations/:id/settings, /data, and /import.
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Confirm access and starting state
Company-admin access; QuickBooks Online administrator authorization; correct QuickBooks company; JobBuddy customers/suppliers/products as applicable.
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Complete the main setup
Review connect/reconnect/disconnect consequences, verify company, integration Settings/Data/Import, import Products & Services and other supported entities, customer/vendor/product/service/tax/account/payment-method/cost-code/employee mappings, auto-create options, duplicate strategy, and a preflight checklist.
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Verify the result
Authorize the correct QuickBooks company and import/map the foundation records needed by later exports.
Expected result: Authorize the correct QuickBooks company and import/map the foundation records needed by later exports.
Troubleshooting
The page, control, or action is unavailable.
Confirm the required access and starting state: Company-admin access; QuickBooks Online administrator authorization; correct QuickBooks company; JobBuddy customers/suppliers/products as applicable.
The result is incomplete or unexpected.
OAuth company identity, permissions, token health, imports, duplicate prevention, default accounts/items, and many mapping types must be correct before transactions sync.
The issue remains after checking the record.
Capture the exact visible error, record status, approximate time, and intended result. Give support only the minimum customer-safe evidence needed to trace the problem.
What happens next
- Authorize the correct QuickBooks company and import/map the foundation records needed by later exports.
- Review the resulting record, status, notifications, and related history before continuing downstream work.
- Use the related guide when the next action belongs to another JobBuddy workflow.