Handoff now officially integrates withQuickBooks. Connect Handoff to QuickBooks to automatically sync your estimates, invoices, and client information. This integration helps you:
- Eliminate manual double entry and save time
- Keep your accounting system automatically up to date
- Provide your accounting team with accurate, real-time data
- Maintain a streamlined workflow between systems
Getting Started with Handoff and QuickBooks
Start
Handoff Integration with Quickbooks
Connecting Handoff with QuickBooks takes less than 1 minute to setup. In order to start the integration, you'll need both an existing Handoff (sign up here) and QuickBooks account. Then follow the following steps:
- Login to your Handoff account
- Navigate toSettingin Handoff. Select "QuickBooks Sync"
- Read the brief walkthrough screens, then Click the green"Connect to QuickBooks"button
- You'll be redirected to log in to Quickbooks using yourIntuit email and password.
- You'll be redirected back to Handoff once logged in. You'll receive a success pop-up saying "You are now synced with QuickBooks"
- Client syncbegins automatically, whileestimate/invoice syncwill apply to documents sent from this point forward
How Does Handoff Sync Your Data with QuickBooks
Sync HandoffEstimatesto QuickBooks
The integration supportsone-way sync of estimatesfrom Handoff to QuickBooks after being sent to a client. This includes complete itemized breakdowns for:
- Quantities
- Unit Costs
- Totals
- Line items (all groups and items from estimates transfer with full details)
Sync HandoffInvoicesto Quickbooks
The integration supportsone-way sync of invoicesfrom Handoff to QuickBooks after being sent to a client. This includes:
- Payment terms
- Due dates
- Amounts
Sync Client Details Between Handoff and QuickBooks
The integration supports atwo-way sync of client detailsbetween Handoff and QuickBooks- changes in either platform update automatically. This includes:
- Contact information
- Project details
Draft Documents
Draft documents remain in Handoff until formally sent to clients to prevent QuickBooks clutter (such as from test estimates).
How to Manage Sync Conflicts Between Handoff and QuickBooks
If you make changes in QuickBooks:
- Handoff will detect the conflict and pause the sync
- You'll see a"QuickBooks Conflict Detected"message
- Click on the conflict message to review
- Choose toresume syncto override QuickBooks changes with Handoff data
Handoff and QuickBooks Integration Best Practices
To ensure seamless synchronization between your Handoff and QuickBooks account, always follow the below best practices:
- Make all changes in Handoff to maintain one-way sync to QuickBooks
- If a sync isn't showing up,refresh your QuickBooks page- syncs typically complete within 10 seconds
- To checksync status, open an estimate or invoice, click thethree-dot menuin the top right, and look for"QuickBooks sync status"
- Review anyconflict notificationspromptly to maintain accurate records
Who is this Integration Available For?
This integration is available toHandoffBusiness Tier users only, as it requires:
- Proposals(Business Tier)
- Invoices(Business Tier)
Get Started with Handoff and Quickbooks
Start
Handoff Integration with Quickbooks
Existing Handoff Business Tier Subscribers
To get started, navigate toSettingsand follow the above steps. OR, if you need more information,check out this video and additional details.
Existing Handoff Starter Tier Subscribers
If you are aStarterplan subscriber, you'll need to upgrade to Business in order to use the integration.See Handoff pricing details hereorupgrade your plan here.
Not a Handoff User?
Handoff offers a 7-day free trial.Get started with Handoff here.
