Sub-customers note: Syncro does not have a concept of sub-customers, but QuickBooks does.So the next invoice created for that customer will get sent to the right one. This will ensure the ones that exist in QB will map to a Customer in Syncro. We highly recommend on the next wizard step that you DO click Import QuickBooks Customers.Select the Income account for Sales of Products, Expense account for Cost of Goods Sold, and Inventory Asset Account as recommended.You can also enable Sync all Syncro Products to QuickBooks if desired.If you leave it unchecked, the integration is turned off. If you enable it, invoices will begin syncing after they are modified from now on (we don't sync historical invoices). If you want to Turn on Invoices/Payments/Customers Sync to QuickBooks, check that box.If these ever get out of sync due to changes on either side, payments will not sync over. Map your payment methods to the QB payment methods and click Next.It is easy to miss a closed PO so be sure to bill it and receive it before closing it in Syncro to avoid discrepancies in your AP account and inventory. If you receive the items in Syncro first, it will close out the PO which means you will need to re-open it again to bill it. Then you can go back and receive the items inside Syncro. If your purchase orders don't sync it's probably because this important step was done incorrectly.Īlso, note that when a purchase order syncs over to QB you must create the bill and pay it to receive the items in your inventory. Select your AP account where your purchase orders should go to (usually Accounts Payable).If you ever have an issue with payments syncing, this is probably what is not correct. Select the deposit account (almost always Undeposited Funds) and click Next.Select what "fall back" item to attach them to in QB and click Next. In Syncro we allow "on the fly" invoice line items.If you ever mark an invoice as non-tax for any reason, it will apply this "nontaxable rate" that you have set up in QB. Map your 0% Tax Rate, then click Next."Map" all your tax rates to QuickBooks tax rates, then click Next.Click Start.ĭO NOT SKIP ANY SETTINGS PAGES OR SYNC WILL NOT WORK After it securely transmits your data, the window will close and you'll be taken to the QuickBooks Settings Wizard.Note: If your authorization doesn't go through, contact Intuit to fix your Intuit ID. Next, it will ask you to Authorize Intuit to securely share your data.It will open a new window and have you login to Intuit if you are not logged in already.Find and click the QuickBooks app card.In Syncro, navigate to Admin > App Center.* Because Syncro is designed to work with QuickBooks packages that include inventory management functionality. QuickBooks Online Freelancer Self-Employed edition * Converting from QuickBooks Desktop to QuickBooks OnlineĪll QuickBooks Online Small Business editions.Automatic Bill Creation in QBO when PO Status goes to Finished.Explanation of COGS (Cost of Goods Sold) Tracking.Note: You cannot integrate two separate Syncro Accounts into one QBO account. Learn what is and isn't supported in QBO. This will walk you through connecting Syncro to QuickBooks Online (QBO).