The books · 10 min
Keep QuickBooks as the books
Jobs here. Chart of accounts there. One-way. Dry-run first.
01
Run Tuesday first
The board has to have jobs. We will not sync an empty shop into QuickBooks.
02
Connect one company
You pick the realm. Standard first-party is in Core. Not a $99 connector.
03
Map, then dry-run
Income, tax, clearing, bank. Oak goes through as a preview. We do not guess a missing account.
04
Issued invoices land
Thorbis → QuickBooks. Edits in QB show as drift. They do not overwrite the job.
Money is later, when the second login is the problem. Email support if a payout will not post.
Rather talk first? Email the team.
