WenmarPro

Connecting QuickBooks Online

Send your invoices, payments, and refunds into QuickBooks Online automatically so you don't re-enter them.

Contents

Wenmar Pro connects directly to QuickBooks Online. When you connect, your invoices, payments, and refunds are sent to your QuickBooks company file automatically — so nothing gets missed and you don’t have to type it in twice.

💡 You’ll need

  • A QuickBooks Online account
  • Owner or admin access to Wenmar Pro

Connecting QuickBooks

Step 1: Open the QuickBooks settings

Go to Settings → Integrations → QuickBooks.

Step 2: Connect your account

Click Connect to QuickBooks. You’ll be taken to QuickBooks to sign in and approve the connection, then brought back to Wenmar Pro. You’ll see a confirmation that you’re connected.

⚠️ Currency check

Wenmar Pro checks that your QuickBooks company uses the same currency as your shop location. If they don’t match, you’ll see a warning and the connection won’t complete.

Choosing How It Syncs

After connecting, pick a Sync mode:

  • Disabled — Nothing syncs automatically.
  • Manual — Nothing syncs automatically, but you can export items yourself with Batch Export.
  • Auto-Push — Invoices, payments, refunds, and statements are sent to QuickBooks automatically as they’re created.

What Gets Sent to QuickBooks

When a work order syncs, Wenmar Pro sends:

  • The customer — Created or matched in QuickBooks
  • The invoice — With line items mapped to your income accounts
  • Payments — Applied against the invoice
  • Refunds — Created as credit memos
  • Statements — For on-account customers

Using Batch Export

If you’re on Manual mode (or want to catch up), go to Settings → QuickBooks → Go to Batch Export. It shows how many items are pending and lets you click Export to QuickBooks to send them.

Checking Sync Activity

The QuickBooks settings page shows a Sync Overview with pending and failed counts, plus a Recent Sync Activity list. If a sync fails, you’ll see the error and a Retry button. You can also open the full Sync Log to review everything.

Troubleshooting

  • A sync failed — Open the sync log, find the failed item, and click Retry.
  • Connection dropped — If your QuickBooks connection is disconnected, you’ll be notified. Reconnect from the QuickBooks settings page.
  • Amounts look off — Check that your service categories are mapped to the right income accounts in Account Mapping.

Questions? Contact us at help@wenmarpro.com

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