Connect To QuickBooks® Online
Information After Data Sync
Your data sync is fully automated, you just need to confirm that all fields applicable for your business are marked ‘successful.’ If any fields are unable to connect, please doublecheck that your QuickBooks® has existing values for it recorded.
Our software syncs all history regarding invoices, credit memos, estimates, and sales orders. Open invoices will be tracked right away.
Values defined for sales reps will determine the interface and access each has when using our software for sales orders.
If your reps were using unique price lists for their customer lists, we sync that as well, so there won’t be any adjustments or changes to routines.
Along with other customer information, their locations will be fed directly into the field sales app to assist in sales route optimization.