Difference between revisions of "SMO QuickBooks Sync"

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https://h5sw.herokuapp.com/settings/accounting QuickBooks desktop syncing will be provided in the future
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Back to [[SMO]] Home
  
*Connect to QuickBooks Online (QBO): Select this button to connect to your QuickBooks file.
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=Overview=
*Sync Customers Now: This will bring all customers from QBO to SMO
+
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 Items Now: Sync all the QBO items including products and services.
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*Sync Employees Now: Sync all employees into SMO so that you can configure SMO access and rights in the settings>users
+
https://h5sw.herokuapp.com/settings/accounting
*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
 +
 
 +
=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===

Revision as of 21:10, 24 September 2013

Back to SMO Home

Overview

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.

https://h5sw.herokuapp.com/settings/accounting

QuickBooks desktop syncing will be provided in the future

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