How invoice and payment sync works

After QuickBooks is connected, Dave keeps your job billing aligned with your books automatically.

Invoices

When you send an invoice from Dave:

1. Dave creates or updates the matching invoice in QuickBooks.
2. The customer is synced to QuickBooks if needed.
3. Sync happens in near real time after the invoice is sent.

Tax rates must be selected

For an invoice to sync tax correctly to QuickBooks, you must select a QB Synced tax rate on the invoice in Dave. These are the rates pulled from QuickBooks and marked with the QuickBooks badge in Taxes.

• If you leave tax blank, Dave may warn you that the invoice might not sync to QuickBooks.
• If you select a manual Dave-only tax rate, the invoice can still send to your customer, but tax may not sync to QuickBooks.

Create or update tax rates in QuickBooks, run Resync Data in Dave, then choose a QB Synced rate on each invoice. See Set up tax rates for the full setup flow.

Payments

When you record a payment in Dave:

1. Dave syncs the payment to the matching QuickBooks invoice.
2. Your invoice balance updates in both systems.

For the most accurate records, record payments in Dave whenever possible.

Invoice status from QuickBooks

If an invoice is marked paid or voided in QuickBooks, that status can appear back in Dave. Payments created directly in QuickBooks do not sync back to Dave.