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#Quickbooks help desk integration pro#

QuickBooks Classes can be synchronized only from QuickBooks to Scoro.

When syncing projects with bills, you can use projects on each line.

Bills can be synchronized in both directions but only one way at a time.

Payments can be synchronized in both directions but only one way at a time.

If multiple projects are added to an invoice in Scoro, the invoice won’t be connected to any of the projects in QuickBooks.

When syncing projects with invoices, don’t add multiple projects to one invoice, because QuickBooks doesn’t support adding multiple projects to one invoice.

Credit notes created from sales invoices are part of the invoices synchronization.

Invoices can be synchronized in both directions but only one way at a time.

Clients in both systems have to match (if the clients don’t match, a new contact is created to Scoro).

Project names in both systems have to match.

When matching QuickBooks projects with existing Scoro projects:.New QuickBooks projects can be matched with already existing projects in Scoro.Projects can be synchronized only from QuickBooks to Scoro.Even, if the Contacts category is disabled. Contacts are always synchronized between two systems when they are attached to an invoice or a bill.Once the currency has been set in QuickBooks, it can no longer be changed.

If you have not assigned any client profile to the contact, Scoro will use the site’s default currency when syncing the contact to QuickBooks.

When you sync a new contact from Scoro to QuickBooks, Scoro will send the contact over with the currency you've defined in the client profile.

If a customer or a vendor is an individual in QuickBooks, it will be synchronized to Scoro as a person.

If a contact is listed as a client and a supplier, the (v) will be included in the vendor's name in QuickBooks.

When synchronization direction From Scoro is selected, all companies and persons that are on the suppliers or clients list in Scoro are imported to QuickBooks as customers or vendors.

Contacts can be synchronized in both directions but only one way at a time.

Products are always synchronized between two systems when they are attached to a synchronized bill or an invoice, even if the products category is not enabled.

Products can be synchronized in both directions but only one way at a time.Use the Enable/Disable checkbox before each category to choose which data to include in the synchronization. Documents that are created with old tax rates will not be synced before tax rates are updated.Īfter connecting Scoro and QuickBooks, you need to configure how the information is shared between the two systems. It is not possible to modify taxes and finance accounts in Scoro if the QuickBooks integration is active. Note! Chart of accounts and tax rates are pulled automatically from QuickBooks when a connection is successfully established. To do this, select the company you want to link and then click the blue Authorize button. In your QuickBooks account, you will need to authorize Scoro in order to access information in QuickBooks. If not, you will be prompted to log in to QuickBooks first. If you are already logged in to QuickBooks, select the organization and authorize the integration. Note! The connection between QuickBooks and Scoro accounts cannot be activated, if there are unmatched currencies between the systems.Ĭlick on the button Connect to QuickBooks. To connect your QuickBooks account with Scoro, go to Settings > Site settings > Integrations, switch on and click on QuickBooks. For historic data migration please contact our Support Team.

#Quickbooks help desk integration pro#

The QuickBooks integration is available in Pro and Ultimate packages and works only with the QuickBooks online version.Once you've covered these basics, follow the step-by-step guide below to set up your integration and learn how Scoro and QuickBooks work together once they're connected. Before you start setting up your QuickBooks integration, read how the QuickBooks integration works with Scoro and what can be synced.