Difference between revisions of "SMO QuickBooks Sync"
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| Line 10: | Line 10: | ||
=Actions= | =Actions= | ||
| − | ===Connect to QuickBooks Online (QBO) | + | ===Connect to QuickBooks Online (QBO)=== |
| − | ===Sync Customers Now | + | *Select this button to connect to your QuickBooks file |
| − | ===Sync Items Now | + | ===Sync Customers Now=== |
| − | ===Sync Employees Now | + | *This will bring all customers from QBO to SMO |
| − | ===Sync Vendors Now | + | ===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 21:11, 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