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How to link/sync an individual client to QuickBooks Online
How to link/sync an individual client to QuickBooks Online

How to manually sync an individual client to QuickBooks Online

Shahram Zarshenas avatar
Written by Shahram Zarshenas
Updated over 9 months ago

If your client isn't linked to QuickBooks Online, then the time entries tracked to that client won't sync to QuickBooks Online

How to link an individual client to QuickBooks Online

  1. Click the Client's Name

  2. Scroll to the bottom of the client's profile and click Link Client

  3. Select your firm's QuickBooks Online Accountant account

  4. Find the client in your QuickBooks Online client list and click Select

*** If you don't want to link your clients but want the red dots removed from your client dashboard, then you must remove your QuickBooks Online integration by going to Settings > Integrations. It will take 24 hours for the red dots to disappear.

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