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Thorbis
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The books · 10 min

Keep QuickBooks as the books

Jobs here. Chart of accounts there. One-way. Dry-run first.

  1. 01

    Put jobs on the board first

    The board has to have jobs. We will not sync an empty shop into QuickBooks.

  2. 02

    Connect one company

    You pick the realm. Standard first-party is in Core. Not a $99 connector.

  3. 03

    Map, then dry-run

    Income, tax, clearing, bank. Oak goes through as a preview. We do not guess a missing account.

  4. 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.