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Note |
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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 | |||||
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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. |
How to Connect QuickBooks Online
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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.
Info |
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Manually Sync an Agent, Customer, or Human Resource Record
Click the Export or Import QuickBook QuickBooks button in the record form.
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Customers
Operations App Field | QuickBooks Field | Notes |
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Name + Customer Number | Display name |
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Name | Print on check as |
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Invoice due in X days | Billing Terms |
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Local address | Shipping address | |
If “billing address” is checked:
If “billing address” is not checked:
| Billing address | |
If “billing address” is checked:
If “billing address” is not checked:
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| |
If “billing address” is checked:
If “billing address” is not checked:
| Phone |
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Local address phone 2 | Mobile |
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If “billing address” is checked:
If “billing address” is not checked:
| Fax |
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Notes | Notes |
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Human Resources and Vendors
Operations App Field | QuickBooks Field | Notes | ||
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First + Last + “-HR” + ID | Display name |
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First + Last | Print on check as |
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First | First name |
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Last | Last name |
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Email 1 |
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Home | Phone |
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Mobile 1 | Mobile |
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Fax | Fax |
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Address | Address | |||
Class | Category |
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Deduction - Description | ||||
Description |
Hardcoded values.
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Agents and Vendors
Operations App Field | QuickBooks Field | Notes | ||
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First + Last + “-A” + ID | Display name |
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First + Last | Print on check as |
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First | First name |
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Last | Last name |
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Email 1 |
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Business | Phone |
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Mobile | Mobile |
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Fax | Fax |
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Address | Address | |||
Class | Category |
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Deduction - Description | ||||
Description |
Hardcoded values.
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Invoices
Operations App Field | QuickBooks Field | Notes |
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Customer email | Customer email |
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Invoice number | Invoice number |
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Item description | Line item description |
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Item quantity | Line item quantity |
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Item amount | Line item amount |
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Settlements and Bills
Operations App Field | QuickBook Field | Notes |
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Settlement number | Bill number |
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Item description | Line item description |
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Item quantity | Line item quantity |
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Item amount | Line item amount |
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Page Properties | ||
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