Difference between revisions of "SMO QuickBooks Sync"
Jump to navigation
Jump to search
| (6 intermediate revisions by the same user not shown) | |||
| Line 1: | Line 1: | ||
| − | + | Back to [[SMO]] main page | |
| − | + | =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://high5software.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 | ||
Latest revision as of 16:20, 27 May 2014
Back to SMO main page
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://high5software.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