You finish the job and send the invoice from Workeey. Come tax time your accountant wants all of it in QuickBooks too. Instead of typing every invoice in twice, connect the sync once and the invoices you already made show up in QuickBooks on their own. Built into invoicing.
You send the invoice from Workeey, you get paid, you move to the next job. Then April comes and your accountant wants every one of those invoices sitting in QuickBooks. Typing them all in a second time is the kind of evening work nobody signed up for. The sync does it for you — the invoice you already built shows up in QuickBooks with no re-keying.
That leaves you with one set of numbers instead of two that quietly drift apart. What you invoiced, what got paid, what's still owed — it lands in the books the same way it lives in the app. When the year closes you're handing over clean records, not a shoebox of paper and a guess.
The invoice itself, the client it's tied to, the line items and amounts, the tax rate, and the status — draft, sent, paid, or overdue. Mark something paid in Workeey and QuickBooks knows about it. It mirrors the invoice you built off the job, so proof photos and job notes stay in Workeey where you need them on-site, while the accounting side gets the figures it actually cares about.
There's nothing to format or export by hand. Once it's connected the invoices flow as you send them, so your books stay current all month long instead of turning into a scramble at tax time.
QuickBooks sync sits on the Pro and Premium plans. The Free plan already covers the day-to-day — invoicing, scheduling, and email reminders — and Pro adds the accounting bridge along with more payment reminders. If you're already paying for QuickBooks to handle your taxes, Pro tends to earn its keep the first night you don't have to type invoices in twice. See pricing for what's in each tier.
You connect it once from settings by signing into your QuickBooks account. After that it runs quietly in the background. Switch plans or disconnect whenever you want — your invoices stay in Workeey either way.
Most tradespeople hand a bookkeeper the messy part at year-end. When your invoices already sit in QuickBooks, that handoff is a login instead of a pile of receipts. Fewer "what was this job?" emails going back and forth, and a lower bill if you're paying someone by the hour to sort it out.
It also means you can see the shape of your year without leaving whichever tool you trust. Run the business from Workeey out on the truck and let the numbers land in QuickBooks for the accountant. Both stay right because it's one flow, not two you have to keep matched up.
Once you've connected it, invoices flow to QuickBooks as you send and update them. You don't export anything by hand.
QuickBooks Online. You connect by signing into your QuickBooks account from Workeey's settings.
QuickBooks sync is part of the Pro and Premium plans. The Free plan still covers invoicing, scheduling, and email reminders. See pricing.
No. Job photos and proof-of-work stay in Workeey. QuickBooks gets the invoice figures, the client, and the status.
Yes. Disconnect any time from settings and your invoices remain in Workeey.