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How to import clients and sites using QuickBooks?

Learn how to import your clients and sites using our QuickBooks integration

Updated over 4 months ago

Import all your clients and sites using our QuickBooks integration in 3 simple steps. All imported clients will have an icon next to them so it's easy to differentiate from other clients.

Please note: you can only upload clients and sites using our Quickbooks integration on a desktop. You can check QuickBooks status in the Integrations tab in Settings.

On desktop

  1. Head to Settings > Integrations and click Connect underneath the QuickBooks logo:
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