SMO QuickBooks Sync

From High5Wiki
Revision as of 20:26, 24 September 2013 by Marks (talk | contribs)
Jump to navigation Jump to search

https://h5sw.herokuapp.com/settings/accounting QuickBooks desktop syncing will be provided in the future

  • 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.