Important If you are a new Werx account, we strongly recommend that you connect to your QuickBooks account and import your data from QuickBooks Online before starting to use Werx. This will make sure that your data between both systems is tied together correctly. While Werx will try to match existing data in each system, if you begin importing data in Werx prior to connecting to QuickBooks, some errors or duplicates may occur.
Entering data twice can be tedious and hampers efficiency, but it’s crucial to ensure that your accounting software remains in sync with the rest of your business operations. After all, you aim to align your financial reporting, operational reporting, profit and loss statements, and expenses. Maintain a seamless connection with your accounting software. This ensures that everyone in your organization, whether it’s the bookkeeper, office manager, project manager, or owner, is always on the same page.
