Difference between revisions of "SMO QuickBooks Sync"
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#Click on "Settings" | #Click on "Settings" | ||
#Select "Accounting" | #Select "Accounting" | ||
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| + | The following actions will then be available: | ||
=Actions= | =Actions= | ||
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"
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