The connection wizard will prompt you to set up a connection between your QuickBooks application and Workyard account. Once the connection has been established, you will be prompted to sync data for the following pieces of information:

Import Data into Workyard

Export Time Data

Follow these steps to establish a connection between QuickBooks Desktop and Workyard.

Step 1: Log into Workyard.com on a desktop and then navigate to the Integration page. Then select QuickBooks Desktop from the available systems

Step 2: Download the Workyard QuickBooks Connector and follow the instructions to install it on the computer's desktop where your QuickBooks Desktop lives. Once you have downloaded the Workyard QuickBooks Connector, click on "Next".

Step 3: Press the "Copy" button to copy the key displayed in the instruction prompt.

Step 4: Double-click on the Workyard QuickBooks Connector you installed onto your Desktop, paste the copied key into the "Agent Token" text box and press Save. The Status should change to say Connected in Blue.
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​Step 5: Back in the Workyard setup wizard, click on the "TEST CONNECTION" button. If the connection is successful, you will be taken to the next screen. If a connection cannot be established, please follow the help steps provided on the wizard screen.

Step 6: Open QuickBooks Desktop from your computer and open the company/file that you would like to import into Workyard.
​IMPORTANT NOTE: Make sure that you are logged in as the QuickBooks Admin and switch to single user mode if you are currently in multi-user (as shown below).

​Step 7: Click the "CONNECT" button.
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​Step 8: Toggle back to QuickBooks Desktop, and you should see the certificate appear (if it does not appear immediately, please wait 30-45 seconds before trying again). In order to ensure the best experience, please select Yes, Always and check the box below.

Please be advised that the checkbox is to give access to pay rate information in order for Workyard to calculate labor costs and we will NEVER import anything from QuickBooks to Workyard without your approval (e.g. no Social Security Numbers or Credit Card information will be imported as given in the certificate example).

Step 9: Once you have accepted the certificate in QuickBooks, go back to the Workyard wizard. The page should now show "Certificate Accepted" and the "CONNECT" button should be active.
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