Connect QuickBooks
Connect QuickBooks when you want Dave to sync invoices, clients, and payments with QuickBooks Online.
Steps
- Open Organization Settings.
- Go to QuickBooks under Accounting.
- Select Connect to QuickBooks.
- Sign in to QuickBooks Online and approve the connection.
- Return to Dave. You should see Connected to QuickBooks.
What happens next
Dave starts syncing invoices and payments automatically. Run Resync Data to pull in QuickBooks tax rates, then set up and select QB Synced taxes in Taxes so invoices sync correctly.