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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 several records (see Synched Fields below for a detailed list).

Note

When the QuickBooks Online option to automatically generate sales tax within QuickBooks Online is enabled it will add tax to the imported invoices. Therefore if you have taxes setup in the Operations App and the QuickBook Online option enabled, taxes will be added twice to the invoice.

Operations App Item

QuickBooks Item

Customers

Expand
titleClick here to synced fields...

Customer Name

Local Address

Local Address2

Local State

Local Zip

Local Plus4

Local Phone1

Local Phone2

LocalFax

UseLocalAsBilling

Billing Address

Billing Address2

Billing City

Billing State

Billing Zip

Billing Plus4

Billing Contact Name

Billing Phone

Billing Fax

Billing Status

Billing Terms

Default Email Address

Notes

UpdatedBy

UpdatedWhen

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

Expand
titleClick here to synced fields...

Last Name

First Name

Address

City

Zip

State

NonUSAddress

Email1

Phone

Fax

Mobile

UpdatedBy

UpdatedWhen

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

Expand
titleClick here to synced fields...

Last Name

First Name

Address

Address2

City

State

Zip

NonUSAddress

Email1

Phone

Fax

Mobile

UpdatedBy

UpdatedWhen

Settlements

Info

Requires Essentials plan or above.

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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