Difference between revisions of "SMO QuickBooks Sync"
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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. | 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:// | + | https://high5software.herokuapp.com/settings/accounting |
QuickBooks desktop syncing will be provided in the future | QuickBooks desktop syncing will be provided in the future | ||
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