AI & Integrations | Workspace
Connect QuickBooks and business integrations
Authorize a supported provider, verify the correct company connection, and test synchronization without creating duplicate records.
Sign in to your company workspace to use the related controls.
What this section includes
- Integration directory
- QuickBooks connection
- OAuth callback
- Sync status
- Disconnect and reconnect
Start-to-finish instructions
Choose the provider
Open Integrations and read the supported data, direction, prerequisites, and limitations.
Start secure connection
Use Connect and finish authorization on the provider's site. Never paste provider passwords into ServiceTooly.
Confirm the company
Verify the provider account or realm belongs to the same business workspace.
Run a small test
Sync one labeled customer or invoice and compare identity, amounts, tax, status, and timestamps.
Monitor and maintain
Review connection status and failures. Disconnect or reconnect only after understanding pending sync work.
What success looks like
- The intended provider account is connected.
- The test record appears once with matching values.
Common problems
- A placeholder or missing credential notice means the provider is not ready for live use.
- Resolve duplicates and mapping differences before a bulk sync.