QuickBooks Online Sync

 

See Also

BillQuick Online has a robust Sync Center that allows you to integrate data between BillQuick Online and QuickBooks Online.

 

The following are descriptions of fields shown on QuickBooks Online > Sync tab in BillQuick Online  (Sync Center):

 

Status:

Displays the status of your QuickBooks Online account, whether it is connected or disconnected with your BillQuick Online account.

 

QuickBooks Company ID:

Displays the QBLinkID. When transferring data from BillQuick Online to QuickBooks Online, QBLinkID is auto generated in the BillQuick Online database.

 

QuickBooks Company:

Your QuickBooks Online company database name is displayed here.

 

Last Sync Date:

Last Sync Date displays the date when BillQuick Online was last synced with QuickBooks Online for any module. This date is used for reference when we want BillQuick Online to sync since the last synchronization date.

 

View Sync Log:

BillQuick Online creates a sync log that records the events and exceptions involved in data synchronization with QuickBooks Online. It flags this sync log file with a date stamp.

 

Send to QuickBooks:

You can send data to QuickBooks Online by clicking on any module displayed in the drop-down list. By clicking All, you can send all the data at once.

 

image\Info.jpg If the payroll settings are turned on in QuickBooks Online, you might not be able to send employees to it if All is clicked in the list. In this case, you can use the Smart Match feature to sync employee data between BillQuick Online and QuickBooks Online.

 

Get from QuickBooks:

You can get data from QuickBooks Online by clicking on any module displayed in the drop-down list. By clicking All, you can get all the data from QuickBooks Online at once.       

 

Disconnect:

BillQuick Online can be disconnected or de-authorized from a QuickBooks Online company at any time using the Disconnect button from the Sync Center. QuickBooks Online users also have the option of disconnecting BillQuick Online by choosing the Disconnect option from the Intuit App Store.

 

Connect to QuickBooks:

In order to use BillQuick Online with your QuickBooks Online company file, you must authorize access to BillQuick Online. You can initiate the authorization by clicking the Connect to QuickBooks button on this screen. During this flow, your login credentials pass through the Intuit server for authentication, which in turn authorizes BillQuick Online to access QuickBooks Online data.

 

If you are not signed into the Intuit App Store, a new browser window appears prompting you to sign in with your Intuit username and password. BillQuick Online then sends an authentication request to the Intuit server and receives the authorization response. Upon selecting the company and clicking the Authorize button, you are redirected to BillQuick Online.

 

 For details, check the BillQuick Online-QuickBooks Online Integration Guide.