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Connecting QuickBooks

Optional, about a minute, and Brushline only ever adds.

QuickBooks is optional; everything works without it. Connecting saves typing.

  1. Go to Company settings and choose Connect QuickBooks (or use the reminder on Home).
  2. Sign in to QuickBooks on Intuit's page, the same login you already use.
  3. Choose Connect. You're back in Brushline, connected.

What it does

  • Setup: brings in your crew's names, and last year's sales and overhead from your Profit and Loss. QuickBooks doesn't share pay rates, so you enter pay.
  • New estimates: offers your QuickBooks customers as you type.
  • Won jobs: adds the job to QuickBooks. See What Brushline adds to QuickBooks.
  • Job costs: time entries and expenses tagged to the job come back on their own.

Disconnecting

Company settings → Disconnect. Everything already brought in stays in Brushline.