Home > SI 2016 Documentation > User Guide > QuickBooks > Creating QuickBooks Items > Sync To/From QuickBooks

Sync To/From QuickBooks

SI_2015_logoset-1 - small.png

Feature

 

The Sync feature allows you to synchronize pricing and description changes between Cost, Price, Short/Long Description, Vendor, Item Number, and Custom Fields.

 

 

This feature allows you to maintain pricing changes in one software, either SI 2016 or QuickBooks, then sync them.

Details

 

This function is available on the QuickBooks tab within the Product Explorer and Labor Explorer. Click the button and choose to sync either the selected Products/Labor Items or all of them:

 

sync button.png

 

Note: the Sync->All function does not work for QuickBooks Online, you must use Sync->Selected.

 

You can use the filter "Products in QuickBooks" or "Labor in QuickBooks" to filter down to just your "linked" items:

 

 

When you click the Sync button and select "Selected", the Sync QuickBooks Items form will open:

 

field_selection_and_differences.png

 

This form will list only the selected Items that have differences between SI 2016 and QuickBooks in the following fields: Cost, Price, Short/Long Description,  Vendor, Part Number, and Custom Fields (if you have mapped them, see below). You can click on each item and any differences will display at the bottom of the form. You can also choose which fields you want to update, e.g. you might want to only sync pricing and not descriptions.

 

By default, all items are selected but you can uncheck any items individually or use the select/deselect buttons:

 

 

When you've made your selections, click either the [Sync To] (QuickBooks) or [Sync From] (QuickBooks) button:

 

Map

 

If you have defined any of your five available Custom Fields in QuickBooks, you can use the [Map] button to map them to SI 2016 fields:

 

 

This opens the QuickBooks Custom Fields Mapper form where you can make your selections.

 

quickbooks custom field mapper.png

 

 

Click here for a tip on using Custom Fields.

Remarks

 

Custom Fields only sync from SI 2016 to QuickBooks, not the other way around.

Last modified
13:52, 4 Mar 2016

Tags

This page has no custom tags.

Classifications

This page has no classifications.