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QuickBooks sync overview

Overview​

QuickBooks integration can synchronize selected employee and customer data between Rostermind and QuickBooks.

Before you start​

Confirm:

  • integration access is available in your plan
  • responsible admin user is identified
  • your organization approved the sync process

Plan and configuration notes​

  • QuickBooks access depends on plan and tenant configuration.
  • In supported environments, OAuth connection is required before synchronization.
  • Advanced mapping or workflow options may depend on your internal setup.

Steps​

  1. Open integrations settings.
  2. Select QuickBooks and start the connection flow.
  3. Complete OAuth authorization with the QuickBooks account.
  4. Run synchronization for employees and/or customers (depending on your available actions).
  5. Review synchronized records in Rostermind and QuickBooks.

Tips​

  • Start with a controlled first synchronization.
  • Validate a sample of synchronized employees and customers.
  • Keep finance and operations owners aligned before repeating sync operations.