Difference between revisions of "SMO QuickBooks Sync"
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(Created page with "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...") |
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https://h5sw.herokuapp.com/settings/accounting QuickBooks desktop syncing will be provided in the future | 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. | |
Revision as of 20:26, 24 September 2013
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.