SMO QuickBooks Sync

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Revision as of 21:10, 24 September 2013 by Marks (talk | contribs)
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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

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