Connect QuickBooks or Xero

Short answer

Open Settings → Integrations. Full steps below.

Where: Settings > Integrations

Plans: Agency and above

Steps

  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

Still stuck?

If a step does not match what you see on screen, stop there and open a ticket from Support > My Tickets with a screenshot of that step. The team will look at the account directly.

Last verified 2026-09-15.