Difference between revisions of "SMO QuickBooks Sync"
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| − | Back to [[SMO]] | + | Back to [[SMO]] main page |
=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://high5software.herokuapp.com/settings/accounting |
QuickBooks desktop syncing will be provided in the future | 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= | =Actions= | ||
| − | ===Connect to QuickBooks Online (QBO) | + | ===Connect to QuickBooks Online (QBO)=== |
| − | ===Sync Customers Now | + | *Select this button to connect to your QuickBooks file |
| − | ===Sync Items Now | + | ===Sync Customers Now=== |
| − | ===Sync Employees Now | + | *This will bring all customers from QBO to SMO |
| − | ===Sync Vendors 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 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[edit]
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[edit]
Connect to QuickBooks Online (QBO)[edit]
- Select this button to connect to your QuickBooks file
Sync Customers Now[edit]
- This will bring all customers from QBO to SMO
Sync Items Now[edit]
- Sync all the QBO items including products and services
Sync Employees Now[edit]
- Sync all employees into SMO so that you can configure SMO access and rights in the settings>users
Sync Vendors Now[edit]
- Sync all the vendors so you can setup subcontractors for work orders and SMO access