QuickBooks sync with your agent

Keep QuickBooks current through your agent's own QuickBooks connection.

What Doing Work provides

• sync.changes: invoices, payments, refunds and customers that changed since a time or cursor, oldest first.
• sync.setRef: stores the QuickBooks id for a Doing Work record.
• sync.findRefs: looks up stored ids, so nothing posts twice.
• payouts.list and payouts.get: each bank payout, with every payment and refund in it, the processor fee and the Doing Work fee.
• Webhooks (webhooks.create) so the agent hears about changes.

What your agent does

Reads changes from Doing Work, creates or updates them in QuickBooks with its own QuickBooks connection, saves each QuickBooks id back with sync.setRef, and asks you about anything it can't match.

Paste this into your agent

"Sync my Doing Work invoices, payments, refunds and customers to QuickBooks using your QuickBooks connection. Read https://doingwork.work/docs/agent-guides/quickbooks/ first. Use sync.changes, store every QuickBooks id with sync.setRef, check sync.findRefs before creating anything, and ask me before posting anything you can't match."

Limits

• Doing Work has no QuickBooks connection of its own. The sync runs only when your agent runs it.
• Your agent needs its own access to QuickBooks.
• Details: Sync with QuickBooks.

More: Agent guides, Compare.