Tradiecore to QuickBooks integration FAQ's

Learn all about this integration here

To connect your QuickBooks account to Tradiecore, follow these steps:

1. Head to the settings tab in the Tradiecore app, and tap on ‘Integrations’.
2. Under the ‘Your available integrations’ menu, you will see the option for ‘QuickBooks’. Tap the connect button.
3. You will be redirected to QuickBooks where you will need to login to your existing QuickBooks account.
4. Allow access, this will confirm that Tradiecore can send information to QuickBooks on your behalf.
5. Your Tradiecore and QuickBooks accounts are now connected. Now, it’s time to confirm your preferences. To do so, you will need to choose which revenue account you’d like for Tradiecore to track your invoice line items against in QuickBooks. To do this, click on the chart under ‘Accounts’.
6. Once you confirm your sales account, select update to save your changes.

Once your accounts are linked, any invoice that is sent to a customer will be submitted to QuickBooks at the same time - no extra steps required.

If you don’t see your invoice in QuickBooks after having sent it to your customer, we suggest that you contact our support team on 1300 762 862 . We will troubleshoot the issue with you.

If you want to modify which QuickBooks sales account your invoice items will be tracked against:

1. Navigate to the ‘integrations’ page, under ‘settings’
2. Under your ‘Connected accounts’, tap on ‘MYOB’
3. Tap the revenue account currently being used to open up a picklist of all your sales accounts in MYOB
4. Select your preferred sales account, then in the top right tap ‘update’ to save the change.

Yes the Tradiecore integration will sync all your customers from the the QuickBooks platform so that you can start sending quoting and invoicing your customers right away. New customers you create in Tradiecore will be sent to QuickBooks when you send your customer an invoice via email.

Currently Tradiecore won’t allow you to make use of your inventory items in QuickBooks. If this is an important feature for you please contact us at: support@tradiecore.com.au

Tradiecore will make use of the default tax rates in QuickBooks. When you create an invoice you can select the tax rate that applies to each item and it will be synced with the equivalent default rate in QuickBooks.

If you don’t see your invoice in QuickBooks after having sent it to your customer, we suggest that you contact our support team on 1300 762 862 . We will troubleshoot the issue with you.

The invoice will still have been sent to the customer.

If your connection to QuickBooks has been lost, you can restore it from the integrations page under 'Settings'. Click on 'Connect' on the QuickBooks menu item and follow the instructions to log back in and restore your connection.

You can choose to disable the connection between Tradiecore and QuickBooks at any time via QuickBooks.

Follow these instructions here to disconnect the Tradiecore App from your QuickBooks account.