SMO QuickBooks Sync

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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

To manipulate SMO to QuickBooks syncing:

1. Click on "Settings"
2. 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