Connecting and Syncing QuickBooks Online
- Michelle Cabaya (Unlicensed)
- Chad Huffman
Requires QuickBooks Online account. 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.
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).
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 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 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 Vend |