--- title: QuickBooks Initial Sync description: When you run your Initial Sync, Kudurru Stone connects to your QuickBooks Online company and imports your existing data so you're ready to work right away. This is a one-time process that pulls five categories of data, in order. Nothing is deleted from QuickBooks — this is a read-only import. --- [Skip to content](https://kb.kudurrustone.com/quickbooks-initial-sync#main-content) English Show submenu for translations [Customer portal](https://kb.kudurrustone.com/tickets-view?hsLang=en) ![kudurrustone-logo.png\]](https://kb.kudurrustone.com/hs-fs/hubfs/kudurrustone-logo.png?height=40&name=kudurrustone-logo.png) Open main navigation Close main navigation - English Show submenu for translations - [Customer portal](https://kb.kudurrustone.com/tickets-view) - Go to kudurrustone.com Go to kudurrustone.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [Kudurru Stone Knowledge Base](https://kb.kudurrustone.com/?hsLang=en) 2. [Integrations](https://kb.kudurrustone.com/integrations?hsLang=en) 3. [QuickBooks Online](https://kb.kudurrustone.com/integrations?hsLang=en#quickbooks-online) # QuickBooks Initial Sync ## When you run your Initial Sync, Kudurru Stone connects to your QuickBooks Online company and imports your existing data so you're ready to work right away. This is a one-time process that pulls five categories of data, in order. Nothing is deleted from QuickBooks — this is a read-only import. ### Overview When you run your **Initial Sync**, Kudurru Stone connects to your QuickBooks Online company and imports your existing data so you're ready to work right away. This is a one-time process that pulls five categories of data, in order. Nothing is deleted from QuickBooks — this is a read-only import. --- ### What Gets Imported ### 1. Clients Kudurru Stone imports all of your **top-level QuickBooks Customers** as Clients. **What comes over:** - Client name - Billing address (street, city, state, zip) - Primary contact name (first and last) - Phone number - Mobile number - Email address **What to expect:** - If a client with the same name already exists in Kudurru Stone, it will be updated with the QuickBooks ID and address information. - If the client is new, it will be created along with its primary contact. - Clients with no name in QuickBooks will be skipped. --- ### 2. Projects Kudurru Stone imports all **active QuickBooks Sub-Customers (Level 1)** as Projects, linked to their parent Client. **What comes over:** - Project number and project name (parsed from the QuickBooks Display Name) - Project address (street, city, state, zip) - Link to the parent Client **What to expect:** - Projects are matched to their parent Client, which must have already been imported in Step 1. - If a project with the same project number already exists, it will be updated. - Inactive sub-customers in QuickBooks are not imported. - Projects missing a valid parent Client in QuickBooks will be skipped. --- ### 3. Employees Kudurru Stone imports all **QuickBooks Employees** for use in time tracking and field assignments. **What comes over:** - Employee full name - QuickBooks Employee ID **What to expect:** - Employees are matched by name. If an employee already exists in Kudurru Stone, they will not be duplicated. - New employees are added to your roster. --- ### 4. Service Items Kudurru Stone imports all **QuickBooks Service-type Items** for use in billing and work orders. **What comes over:** - Item name / description - QuickBooks Item ID **What to expect:** - Only items of type **Service** are imported — products, inventory, and other item types are not included. - Existing items are not duplicated; new items are added. --- ### 5. Tax Codes Kudurru Stone imports all **active QuickBooks Tax Codes** so that invoices created in Kudurru Stone can use the correct tax rates. **What comes over:** - Tax code name - QuickBooks Tax Code ID **What to expect:** - Only **active** tax codes are imported. - Existing tax codes are not duplicated; new ones are added. --- ### Import Order & Dependencies The sync runs in a specific order because some records depend on others: | Step | What's Imported | Depends On | | --- | --- | --- | | 1 | Clients | — | | 2 | Projects | Clients (Step 1) | | 3 | Employees | — | | 4 | Service Items | — | | 5 | Tax Codes | — | Projects that cannot be matched to a parent Client will be skipped. --- > **Note:** The Initial Sync is designed to be run once when setting up your integration. 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