Editing SMO QuickBooks Sync

Jump to navigation Jump to search

Warning: You are not logged in. Your IP address will be publicly visible if you make any edits. If you log in or create an account, your edits will be attributed to your username, along with other benefits.

The edit can be undone. Please check the comparison below to verify that this is what you want to do, and then save the changes below to finish undoing the edit.

Latest revision Your text
Line 1: Line 1:
Back to [[SMO]] main page
+
https://h5sw.herokuapp.com/settings/accounting QuickBooks desktop syncing will be provided in the future
  
=Overview=
+
*Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file.
SMO works in unison with QuickBooks Online (QBO) so that data you enter in SMO is automatically pushed to QuickBooks, eliminating time-wasting and double entry.
+
*Sync Customers Now: This will bring all customers from QBO to SMO
 
+
*Sync Items Now: Sync all the QBO items including products and services.
https://high5software.herokuapp.com/settings/accounting
+
*Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users
 
+
*Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access.
QuickBooks desktop syncing will be provided in the future
 
 
 
To manipulate SMO to QuickBooks syncing:
 
#Click on "Settings"
 
#Select "Accounting"
 
 
 
The following actions will then be available:
 
 
 
=Actions=
 
 
 
===Connect to QuickBooks Online (QBO)===
 
*Select this button to connect to your QuickBooks file
 
===Sync Customers Now===
 
*This will bring all customers from QBO to SMO
 
===Sync Items Now===
 
*Sync all the QBO items including products and services
 
===Sync Employees Now===
 
*Sync all employees into SMO so that you can configure SMO access and rights in the settings>users
 
===Sync Vendors Now===
 
*Sync all the vendors so you can setup subcontractors for work orders and SMO access
 

Please note that all contributions to High5Wiki may be edited, altered, or removed by other contributors. If you do not want your writing to be edited mercilessly, then do not submit it here.
You are also promising us that you wrote this yourself, or copied it from a public domain or similar free resource (see High5Wiki:Copyrights for details). Do not submit copyrighted work without permission!

Cancel Editing help (opens in new window)