Connect QuickBooks, sync on demand from the MONEY tab, and let auto-sync keep the books current.
If your accountant lives in QuickBooks, nobody should be re-keying invoices and payments by hand. Connect QuickBooks once and Revolve Core keeps the two systems talking — on demand from the MONEY tab, or automatically in the background.
§Connect QuickBooks
- 01Open the Integrations hub in the Admin Console — providers are grouped
CONNECTED/AVAILABLE/COMING SOONwith live status. - 02Find QuickBooks and follow the connect flow.
- 03Back on the
MONEYtab, the QuickBooks pill now shows the connection as live.
§Sync on demand
The SYNC QB quick action on the MONEY tab pushes a sync whenever you want one — after a heavy invoicing day, before a month-end close, or any time the books need to be current right now.
§Auto-sync
For hands-off operation, turn on auto-sync: search the Admin Console for the QuickBooks Sync and QB Auto-Sync settings. With auto-sync on, routine activity flows to QuickBooks without anyone remembering to press a button.
A useful division of labor: Revolve Core stays the operational source of truth — invoices, payments, expenses tied to customers and jobs — while QuickBooks remains the accounting ledger your bookkeeper closes against. The Reports hub also carries an Integration category for reviewing sync activity.
MONEY tab shows the connection is down, reconnect from Admin Console → INTEGRATIONS before running SYNC QB.