Bolster - QuickBooks Integration guide
Connect your QuickBooks account in Bolster Settings to sync clients, vendors, expenses, purchase orders, and work orders.
Overview
Once Bolster is integrated with QuickBooks, your clients, vendors, expenses, purchase orders, and work orders are synced. You connect your QuickBooks account from Bolster's settings.
Connect to QuickBooks
1. In the bottom left corner of the left-hand menu, click Settings.
2. Scroll down near the bottom to Integrations, then click QuickBooks. The Bolster + QuickBooks page opens.
3. Under Account Connection, click Connect to QuickBooks. A separate page opens.
4. Log in to your QuickBooks account.
Once you've logged in, Bolster is integrated with QuickBooks and your data is synced.
Tips & Best Practices
- Read the Documentation: To learn more, under Getting Started, click Read the documentation. It covers exactly what syncs, in which direction, and what does not sync at all.
Why This Matters
- Your clients, vendors, expenses, purchase orders, and work orders are all synced between Bolster and QuickBooks.
Summary
To integrate with QuickBooks, go to Settings, scroll to Integrations, click QuickBooks, then click Connect to QuickBooks and log in to your QuickBooks account. Once connected, your clients, vendors, expenses, purchase orders, and work orders are synced.