QuickBooks and Xero sync

Short answer

Connect QuickBooks or Xero to sync invoices and clients both ways, including documents created before the connection. Sync status and history are shown on the integration card.

Connect QuickBooks or Xero

1. Open Settings → Integrations.
2. Connect QuickBooks or Xero and authorise WinkScope with that account.
3. Invoices and clients then sync both ways, including documents created before the connection.
4. Check the sync status and history on the integration card.

Accounting sync is for bookkeeping. Card payments run through Stripe, not QuickBooks Payments.

What this cannot do

• Process payments through QuickBooks Payments or GoPayment.

Still stuck?

If WinkScope does not behave the way this page describes, do not work around it. Open a ticket from Support > My Tickets with the page you were on and a screenshot, and the team will look at the account directly.