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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 10 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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