← BookSync
日本語
Help center
BookSync Help
Step-by-step guides for setting up BookSync and using it every day.
1
Admins
Getting started
Create your workspace, connect QuickBooks, add your team and set approval rules.
2
Everyone
Entering time and expenses
Log time, add expenses and receipts, and submit them for approval.
3
Approvers
Approving time and expenses
Approve or send back what your team submitted, and correct items after approval.
4
Admins
Importing card and bank statements
Import statement CSVs and turn each transaction into an expense.
5
Admins
Sending expenses to QuickBooks
Send approved expenses to QuickBooks Online and fix anything that is blocked.
6
Admins
Creating invoices
Turn approved, billable time and expenses into QuickBooks invoices.
7
Everyone
Using BookSync in Teams and Copilot
Add BookSync to Teams and log time, expenses and approvals by asking Copilot.
Still stuck? Email
[email protected]
© 2026 Atlas Software LLC ·
Terms of Service
·
Privacy Policy