Sync Settings
Control what data syncs automatically between Service Invoice Pro and QuickBooks Online.
Master Sync Toggle
The Enable Sync switch controls all automatic syncing. When turned off, nothing syncs to QuickBooks regardless of the individual toggle settings below. Turn this on to activate automatic sync.
Auto-Sync Options
Each data type has its own toggle. All toggles are disabled when the master sync is off.
Customers
Auto-sync Customers — When enabled, new and updated customers are automatically pushed to QuickBooks. This includes name, email, phone, and address changes.
Invoices
Auto-sync Invoices — When enabled, invoices are pushed to QuickBooks when you send them to a client. Draft invoices are not synced until they’re sent. If the customer hasn’t been synced to QB yet, they’ll be synced automatically first.
Payments
Auto-sync Payments — When enabled, payments are recorded in QuickBooks when collected. The payment is linked to the corresponding QB invoice. If the invoice hasn’t been synced yet, it will be synced first.
Service Items
Auto-sync Service Items — When enabled, your services list stays in sync with QuickBooks. New and updated service items are pushed to QB with their name, description, price, and taxable status.
Timesheets
Auto-sync Timesheets — When enabled, approved timesheet entries are synced to QuickBooks as Time Activities.
Timesheet sync has additional requirements:
- QuickBooks Payroll must be enabled in your QuickBooks account. Without it, timesheet sync won’t work. This is a QuickBooks requirement — see Employee Mapping for details.
- Employee mapping must be configured for each team member whose timesheets you want to sync. Unmapped team members’ entries are skipped.
- Timesheets must be approved — only entries from approved timesheets are synced.
Sync start date — Only timesheet entries from timesheets on or after this date will sync to QuickBooks. When you first enable timesheet sync, this is automatically set to today to prevent syncing historical data. You can change it to an earlier date if you want to backfill older timesheets. Future dates are not allowed.
Region
A badge on the Sync Settings tab shows your selected QuickBooks region (US, Canada, or Global). This was set during the Setup Wizard and affects tax handling during sync.
When Does Sync Happen?
Sync is event-driven, not scheduled. Data syncs immediately when the triggering action happens:
| Action in SIP | Triggers sync of |
|---|---|
| Create or update a customer | Customer |
| Send an invoice | Invoice (and customer if needed) |
| Collect a payment | Payment (and invoice if needed) |
| Create or update a service item | Service item |
| Approve a timesheet | Timesheet entries |
Stripe payouts sync automatically via webhook — see Stripe Payout Sync.
If an automatic sync fails, it’s retried automatically. See Manual Sync & Sync Log for details on retry behavior and error handling.
Related
- Manual Sync & Sync Log — manually push or pull data and view sync history
- Employee Mapping — required for timesheet sync
- Account Mapping — required for Stripe payout sync