Here's how to connect your QuickBooks Online company to Walkies, so your clients, invoices, payments, refunds, credit notes and expenses are sent to QuickBooks automatically.
Before you start
You need Walkies Max. On other plans, the QuickBooks screen shows Upgrade to Max instead of Connect to QuickBooks.
Only the account owner, the admin who owns the Walkies account, can connect QuickBooks. People you've made admin don't see the QuickBooks row.
Have your QuickBooks Online sign-in ready. If you look after more than one QuickBooks company, know which one is for your Walkies business.
Connect in the app
Tap the menu button on Home. On iPad, it's in the sidebar.
Under Company, tap QuickBooks.
Tap Connect to QuickBooks.
On iPhone and iPad, if you're asked whether Walkies can use intuit.com to sign in, tap Continue.
Sign in to QuickBooks, choose your company if you have more than one, and allow Walkies to connect.
You're brought back to the QuickBooks screen, with the setup form open.
Connect in the web app
Go to Settings and choose QuickBooks under Company.
Click Connect to QuickBooks. QuickBooks opens in a new window.
Sign in, choose your company and allow Walkies to connect. The window closes by itself, and the setup form opens.
If you see "Your browser blocked the QuickBooks window", allow pop-ups for Walkies in your browser, then click Connect to QuickBooks again.
Finish setting up
Walkies fills in the QuickBooks items, accounts, tax codes and payment methods that obviously match. Check each one, and change any that aren't right.
Choose anything marked Required.
Tap Save. Syncing starts.
Nothing is sent to QuickBooks until you save. For what each setting does, see How do I choose where my records go in QuickBooks?
Once you're connected
Connection shows your QuickBooks company's name, the Last sync time and how many records are waiting to sync.
You can change your settings any time on the same screen, then tap Save.
Records from before you connected aren't sent, so QuickBooks starts from the day you connect.
If it doesn't connect
The link expired. Try connecting again. The sign-in took too long. Tap Connect to QuickBooks again.
QuickBooks is included with Walkies Max. Your company isn't on Walkies Max.
Only an admin can connect QuickBooks. Sign in to Walkies as the account owner.
If you close the QuickBooks sign-in without finishing, nothing changes. Tap Connect to QuickBooks to start again.
Good to know
Connecting the same QuickBooks company again later keeps your settings. Connecting a different one starts the setup again.
QuickBooks Online is supported. QuickBooks Desktop isn't.
Walkies uses your QuickBooks company's home currency. Records in another currency show as sync issues.
For an overview, see How does the QuickBooks Online integration work?