Home > SIX 2013 Documentation > User Guide > QuickBooks > Create QuickBooks Items > Sync To/From QuickBooks

Sync To/From QuickBooks

Feature

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/Sync_To_From_QuickBooks/sync_button.jpg

What are the benefits of this feature?

 

You only have to maintain pricing changes in one software, either SIX or QuickBooks, then sync them.

When to use this feature?

 

Whenever you update pricing in either SIX or QuickBooks.

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:

 

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/Sync_To_From_QuickBooks/products_in_quickbooks_filter.jpg

 

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

 

sync quickbooks items form selected.jpg

 

This form will list only the selected Items that have differences between SIX and QuickBooks in the following fields: Cost, Price, Short/Long Description,  Vendor, and Part Number. 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.

 

If you choose sync "All" Items, the following form will open to allow you select which field you want to sync.

 

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/Sync_To_From_QuickBooks/sync_to_sync_from.jpg

Map

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/Sync_To_From_QuickBooks/map_custom_fields_button.jpg

 

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

 

File:SIX_Guide/011_QuickBooks_Integration/002_Create_QuickBooks_Items/Sync_To_From_QuickBooks/quickbooks_custom_field_mapper.jpg

 

Click here for a tip on using Custom Fields.

Last modified
13:26, 1 Aug 2014

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