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Connect to QuickBooks Online in the Global Options.

  1. Click Options in the toolbar.

  2. Go to the Accounting tab then click the QuickBooks Online tab.

  3. Check Enable Two-Way Integration.

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  4. Log in to QuickBooks Online to authenticate the connection.

  5. Select QuickBook account to sync (if you have multiple accounts).

Syncing Data

Note

Duplicates

  • If there are spelling differences, duplicates may occur in QuickBooks Online.

  • Duplicate invoice IDs are allowed.

    • Invoices created from individual orders will display a "D" prefix before the invoice ID.

    • Invoices created through standard batching will not display any prefix before the invoice ID.

Syncing data will not remove any existing items in QuickBooks Online. While syncing is done automatically, you can also manually sync data in the Operations App with QuickBooks Online.

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You can see the sync date, data type, who initiated the sync, and the sync results.

How to View

  1. Click Options in the toolbar.

  2. Go to the Accounting tab then click the QuickBooks Online tab.

  3. Click Sync History.

Accounts Receivable Aging

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The Start Past Due Warning and Start Credit Hold Enforcement options are based on the selected Aging Type day and aging enforcement will work alongside Credit Limit enforcements. The limit first reached will trigger its enforcement, then if a secondary limit is reached, the secondary enforcement setting will be applied.

Where to Set Up

  1. Click Options in the toolbar.

  2. Go to the Accounting tab then click the Accounts Receiveable Aging tab.

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Customer Specific Override

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How to Disconnect QuickBooks Online

  1. Click Options in the toolbar.

  2. Go to the Accounting tab then click the QuickBooks Online tab.

  3. Click the Disconnect from QuickBooks button.

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Anchor
SynchedFields
SynchedFields
Synced Fields

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Operations App Field

QuickBooks Field

Notes

First + Last + “-HR” + ID

Display name

  • Maximum of 500 characters.

  • Must be unique across all QuickBook Customer and Vendor records.

  • The “-HR” delimiter is used to differentiate between agent accounts that may have the same values for the first, last, and ID fields.

  • Cannot contain the following characters:

    • :

    • $

    • %

    • ^

    • (

    • )

    • '

    • [

    • ]

    • {

    • }

    • \

    • |

    • “

    • <

    • >

    • /

    • \t (tab character)

    • \n (newline character)

First + Last

Print on check as

  • Maximum of 110 characters.

First

First name

  • Maximum of 100 characters.

Last

Last name

  • Maximum of 100 characters.

Email 1

Email

  • Maximum of 100 characters.

  • Supports multiple email addresses.

Home

Phone

  • Maximum of 30 characters.

Mobile 1

Mobile

  • Maximum of 30 characters.

Fax

Fax

  • Maximum of 30 characters.

Address

Address

Class

Category

Info

Synced one-way, into Quickbooks, during the settlement process.

Deduction - Description

Description

Info

Synced one-way, into Quickbooks, during the settlement process.

Hardcoded values.

  • Driver Pay

  • Deduction

Agents and Vendors

Operations App Field

QuickBooks Field

Notes

First + Last + “-A” + ID

Display name

  • Maximum of 500 characters.

  • Must be unique across all QuickBooks Customer and Vendor records.

  • The “-A” delimiter is used to differentiate between human resource accounts that may have the same values for the first, last, and ID fields.

  • Cannot contain the following characters:

    • :

    • $

    • %

    • ^

    • (

    • )

    • '

    • [

    • ]

    • {

    • }

    • \

    • |

    • “

    • <

    • >

    • /

    • \t (tab character)

    • \n (newline character)

First + Last

Print on check as

  • Maximum of 110 characters.

First

First name

  • Maximum of 100 characters.

Last

Last name

  • Maximum of 100 characters.

Email 1

Email

  • Maximum of 100 characters.

  • Supports multiple email addresses.

Business

Phone

  • Maximum of 30 characters.

Mobile

Mobile

  • Maximum of 30 characters.

Fax

Fax

  • Maximum of 30 characters.

Address

Address

Class

Category

Info

Synced one-way, into Quickbooks, during the settlement process.

Deduction - Description

Description

Info

Synced one-way, into Quickbooks, during the settlement process.

Hardcoded values.

  • Driver Pay: (Driver Name)

  • Deduction: (Driver Name)

Invoices

Operations App Field

QuickBooks Field

Notes

Customer email

Customer email

  • Associated with the customer’s email address in the invoice.

  • Maximum of 100 characters.

Invoice number

Invoice number

  • Maximum of 21 characters.

Item description

Line item description

  • Maximum of 200 characters.

Item quantity

Line item quantity

  • Must be a decimal number.

Item amount

Line item amount

  • Must be a 15 digit number, where 5 digits in that number are reserved for the decimal places.

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