Setup Wizard

After connecting QuickBooks, the setup wizard walks you through two quick steps before you start syncing.

Step 1: Region Selection

Choose your QuickBooks region. This affects how taxes and currency are handled during sync.

• United States — US tax codes and USD
• Canada — Canadian tax codes (GST/HST/PST) and CAD
• Global — international QuickBooks Online

If your region was auto-detected during the connection process, it will be pre-selected with a hint: “We detected your QuickBooks company is based in [region].” You can change it if the detection doesn’t match.

Step 2: Import Decision

Choose whether to import existing data from QuickBooks now:

• Import now — takes you to the Import Wizard where you can pull customers, products, and invoices from QuickBooks into Service Invoice Pro.
• Skip for now — takes you to the main QuickBooks settings page. You can always import later from the Manual Sync tab.

If you’re starting fresh and don’t have existing data in QuickBooks, choose Skip for now.

After Setup

Once you complete the wizard, you’re taken to the main QuickBooks settings page where you can:

• Enable auto-sync for the data types you want
• Configure Account Mapping for Stripe payout sync
• Set up Employee Mapping for timesheet sync

Related

• Importing Data — detailed guide to the import wizard
• Sync Settings — configure what syncs automatically