Difference between revisions of "SMO QuickBooks Sync"
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− | + | 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=== |
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