QuickBooks sync guide

Connection and setup

1. 1Open Settings → QuickBooks.
2. 2Connect your QuickBooks Online company.
3. 3Finish the setup wizard to choose sync direction and what entities to sync.
4. 4Run an initial sync after setup is complete.

Sync directions

• Ratio → QuickBooks pushes Ratio records outward.
• QuickBooks → Ratio imports accounting data inward.
• Bidirectional runs both passes and should be used only when the operating model is clear.

Safety practices

• Make sure the right QuickBooks company is connected.
• Review mappings before trusting automatic sync behavior.
• Watch recent sync runs for failures or conflicts.
• Disconnect and reconnect carefully because company changes affect mappings.