Integrations
QuickBooks Read-Back, Reconnect and Disconnect
What syncs on its own, how to force it, and what disconnecting keeps.
Writing to QuickBooks happens as you work. Reading back happens every hour, and you can trigger it yourself.
The hourly read-back
Every hour CleanTrack360 reads open invoices and sent estimates back from each connected file: a lower invoice balance becomes a recorded payment, and estimate statuses are refreshed on quotes.
Read back now
On the Accounting setup card, click Read back from QuickBooks. The result says how many invoices and estimates were checked and how many were newly paid.
Reconnect
When Intuit expires the access, the card reads Access expired, the Issues page lists it, and admins get one notification a day. Click Reconnect; links, setup and history are kept.
Disconnect
Click Disconnect on the QuickBooks card and confirm. The connection and the customer links are removed; imported clients, locations, assignments and documents already in QuickBooks all stay.