Syncing Between SingleOps & Quickbooks

Quickbooks Sync Chart

Item:Product and Service

Client:Customer

QB Account

Sales Tax Configuration

Invoice 

Purchase Order:Bill

Quickbooks Sync Chart

Here you will find a visual representation of "what" and "how" data sync between SingleOps and the accounting software Quickbooks. Note the arrows, some data will sync bilaterally, others in a single direction. 

Item:Product and Service

1. Categories/sub items will not sync from QB
2. Each item will be associated with only 1 income account.

Client:Customer

1. Sub-clients are not supported in SingleOps. 
2. SingleOps will not allow duplicate client names. SingleOps recommendation is to add a middle initial, Mr./Mrs./Dr., etc. to differentiate clients with the same name.

QB Account

Only 1 Quickbooks account can be selected to a SingleOps account. If you run multiple businesses with multiple Quickbooks accounts, you will need to set up a new SingleOps account. 

Sales Tax Configuration

1. Sales tax configuration in SingleOps requires two divisions: Tax Components & Tax Locations. This means, in Quickbooks sales Tax must be set up as a combined tax or tax group.
   Set up sales tax in QuickBooks Desktop
   Set up your sales tax in QuickBooks Online
   
   
2. Once a SingleOps account has been synced with Quickbooks, the only way to add Tax Components & Tax Locations is to first create them in Quickbooks & sync them to SingleOps. 

Invoice 

1. Invoices generated in Quickbooks will not sync to SingleOps. 
2. $0 Invoices will not sync to Quickbooks. 
3. Learn more about when invoices are triggered to sync HERE. 

Purchase Order:Bill

1. SingleOps purchase orders do not impact inventory in Quickbooks.