Difference between revisions of "SMO QuickBooks Sync"
Jump to navigation
Jump to search
| Line 19: | Line 19: | ||
*This will bring all customers from QBO to SMO | *This will bring all customers from QBO to SMO | ||
===Sync Items Now=== | ===Sync Items Now=== | ||
| − | Sync all the QBO items including products and services | + | *Sync all the QBO items including products and services |
===Sync Employees Now=== | ===Sync Employees Now=== | ||
*Sync all employees into SMO so that you can configure SMO access and rights in the settings>users | *Sync all employees into SMO so that you can configure SMO access and rights in the settings>users | ||
===Sync Vendors Now=== | ===Sync Vendors Now=== | ||
*Sync all the vendors so you can setup subcontractors for work orders and SMO access | *Sync all the vendors so you can setup subcontractors for work orders and SMO access | ||
Revision as of 21:25, 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
To manipulate SMO to QuickBooks syncing:
- Click on "Settings"
- Select "Accounting"
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