Once you have completed your initial setup, you can start syncing data from Yardbook to Quickbooks.

First, navigate to the “Sync Data” Page.

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Click on the “Refresh” button to pull all new and updated records from Yardbook. This will tell you what’s been changed.

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Once refresh is completed, you will see a list of invoices/payments and their current status.

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Click on “Sync Now” to start syncing these records to Quickbooks.

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Depending on the number of records, your initial sync may take a long time (ex. 20-30 minutes). However, you may close the browser window at any time during the sync, and come back later to check the status.

Once the sync is completed, you will get a confirmation on the Sync Data Page.


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The next time you come back, simply repeat the steps above to find out what’s been changed in Yardbook, then sync to Quickbooks.