Page Comparison

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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

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title	Click 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

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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

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title	Click 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.

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
There is a 1-hour delay from the time an invoice batch or settlement batch is created prior to syncing with QuickBooks Online to allow time for corrections to be made if needed. Any invoice manually exported will not automatically sync with QuickBooks Online.

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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SynchedFields
SynchedFields
Synced Fields

Customers

Operations App Field	QuickBooks Field	Notes
Name + Customer Number	Display name	Maximum of 500 characters. Must be unique across all QuickBook Customer and Vendor records. Cannot contain the following characters: : $ % ^ ( ) ' [ ] { } \ \| “ < > / \t (tab character) \n (newline character)
Name	Print on check as	Maximum of 110 characters. Cannot contain the following characters: : $ % ^ ( ) ' [ ] { } \ \| “ < > / \t (tab character) \n (newline character)
Invoice due in X days	Billing Terms	The number in the Operations App field will show up as “Net X” in QuickBooks. For example, “Invoice due in 6 days” shows up as “Net 6” in QuickBooks. If the value in the Operations App is set to 0, the billing term is set to “Due on receipt”.
Local address	Shipping address
If “billing address” is checked: Billing address If “billing address” is not checked: Local address	Billing address
If “billing address” is checked: Billing address email If “billing address” is not checked: Local address email	Email	Maximum of 100 characters. Supports multiple email addresses.
If “billing address” is checked: Billing address phone If “billing address” is not checked: Local address phone 1	Phone	Maximum of 30 characters.
Local address phone 2	Mobile	Maximum of 30 characters.
If “billing address” is checked: Billing address fax If “billing address” is not checked: Local address fax	Fax	Maximum of 30 characters.
Notes	Notes	Maximum of 2000 characters.

Human Resources and Vendors

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

Maximum of 30 characters.

Address

Class

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

Maximum of 30 characters.

Fax

Maximum of 30 characters.

Address

Class

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.

Settlements and Bills

Operations App Field	QuickBook Field	Notes
Settlement number	Bill 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.

Page Properties

hidden	true

CXTU Courses/Lessons	Accounting Role Training: Quickbooks Drivers & Mobile App: Driver Pay Orders Course: Invoicing

Versions Compared

Old Version 16

New Version Current

Key

How to Connect QuickBooks Online

Manually Sync an Agent, Customer, or Human Resource Record

Anchor
SynchedFields
SynchedFields
Synced Fields

Customers

Human Resources and Vendors

Agents and Vendors

Invoices

Settlements and Bills

Page Comparison

Versions Compared

Old Version 16

New Version Current

Key

How to Connect QuickBooks Online

Manually Sync an Agent, Customer, or Human Resource Record

AnchorSynchedFieldsSynchedFieldsSynced Fields

Customers

Human Resources and Vendors

Agents and Vendors

Invoices

Settlements and Bills

Anchor
SynchedFields
SynchedFields
Synced Fields