Editing SMO QuickBooks Sync
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− | Back to [[SMO]] | + | Back to [[SMO]] Home |
=Overview= | =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. | 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://h5sw.herokuapp.com/settings/accounting |
QuickBooks desktop syncing will be provided in the future | QuickBooks desktop syncing will be provided in the future | ||
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=Actions= | =Actions= | ||
− | ===Connect to QuickBooks Online (QBO) | + | ===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 Customers Now | + | ===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 Items Now | + | ===Sync Vendors Now: Sync all the vendors so you can setup subcontractors for work orders and SMO access=== |
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− | ===Sync Employees Now | ||
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− | ===Sync Vendors Now | ||
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