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Requires QuickBooks Online account and X Dispatch 21.1 or newer. For QuickBooks desktop versions, see Importing Invoicing Information into Quickbooks and Setup Settlements for QuickBooks Export. Although rare, QuickBooks can sometimes have a delay in their updates of the system. |
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You can set up a two-way connection with QuickBooks Online instead of manually exporting and importing information. This allows syncing of the following items ADDED parenthesis to new section below Is there perhaps a different way to phrase this? In my mind, when I read “the following items” it makes me think that’s the next thing I am going to read. But that info is at the bottom of the article. Moved it to under the table? Maybe add the link to “following items”? Not sure if that follows our standard protocol for these articles, though. It still feels disconnected, mainly because the table is so big. Or maybe “This allows syncing of several fields records (see Synced Synched Fields below for a detailed list). ”?
Operations App Item | QuickBooks Item | |||||
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Customers
| Sales > Customers Invoices and payments are also displayed here. | |||||
Invoices | Sales > Invoices Payment terms and aging parameters are reflected in the Invoices section for the customer. | |||||
Agents
| Expenses> Vendors Agents and Human Resources are merged into a QuickBook Vendor record where the display name will have the “A” or “HR” prefix to indicate whether the record is associated with an agent or human resource record in the Operations App. | |||||
Human Resources
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Settlements |
Expenses> Expenses Operations App settlements will be exported to QuickBooks as “Bills”. If you open a vendor record, it should also list their bills that are attached to them. |
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How to Connect QuickBooks Online
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