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Sync To/From QuickBooks

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


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What are the benefits of this feature?


You only have to maintain pricing changes in one software, either SI 2015 or QuickBooks, then sync them.

When to use this feature?


Whenever you update pricing in either SI 2015 or QuickBooks.






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:


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


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




This form will list only the selected Items that have differences between SI 2015 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:


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


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If you have defined any of your five available Custom Fields in QuickBooks, you can use the [Map] button to map them to SI 2015 fields:


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


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Click here for a tip on using Custom Fields.



Custom Fields only sync from SI 2015 to QuickBooks, not the other way around.

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