There are a few ways that integrating 3C Connect & QuickBooks might work for you depending on how you use them already.
If this is your first time using both programs...
👉 Your company is new to 3C Connect and QuickBooks. You don't have a customer base set up in either program.
As you create customers in 3C Connect and synchronize their work orders, they'll automatically begin to synchronize and be created in QuickBooks.
If you create them in QuickBooks first, you'll want to make sure you import them by selecting them and clicking "Create in 3C Connect" from the QuickBooks synchronizer found in your 3C Connect settings.
If you already use QuickBooks, but are new to 3C Connect...
👉 Your company is new to 3C Connect, but you have customers set up in QuickBooks.
Set up either QuickBooks Desktop or QuickBooks Online to bring your customer base into 3C Connect. When you finish the initial setup, your QuickBooks customers will then show in the QuickBooks Synchronizer in your 3C Connect settings. You will need to take additional action to make sure they are imported to your 3C Connect customer base. This can be done in two ways:
Select one or multiple QuickBooks customers in the Synchronizer and click the "Create in 3C Connect" button.
Click the "Import All" button from the Synchronizer. If you don't see this button, you may need to contact our support team to request this feature.
If you already use 3C Connect but are new to QuickBooks...
👉 Your company is new to QuickBooks, but you have a customer base in 3C Connect.
You can export your customers to QuickBooks in two ways:
Export customers from the QuickBooks Synchronizer in your 3C Connect settings. Select one of multiple 3C Connect customers and click the "Create in QuickBooks" button.
Export customers as you synchronize their work orders in 3C Connect. When viewing a work order, you'll see a button to "Synchronize with QuickBooks" in the action bar at the bottom right of your screen.
If the customer's site hasn't been synchronized in QuickBooks, the Synchronizer will appear and you'll be able to select the site and click "Create in QuickBooks".
Note that anytime a site is created in QuickBooks for a customer that doesn't exist in QuickBooks, the customer will also be created in QuickBooks.
If you already use both 3C Connect and QuickBooks...
👉 Your company already has a customer base in 3C Connect and QuickBooks.
The best way to ensure that all of your data syncs between the two programs without any duplication is to use the Quickbooks Synchronizer in your 3C Connect settings to link any customers and sites.
You can also link the customer and site when you synchronize a work order, but you'll need to be aware of a few things:
If existing sites are being linked, the parent customer will also be linked.
If existing customers are being linked, the child sites are not automatically linked.
A site in 3C Connect with a linked parent customer can't be linked to a site in QuickBooks belonging to a different parent customer in QuickBooks.
If a site is exported from 3C Connect to QuickBooks and the parent customer is already linked, a site will be created under that customer in QuickBooks.
If a site is exported from 3C Connect to QuickBooks and the parent customer is not linked, then a new customer and site will be created in QuickBooks. Be sure to link any existing parent customers first to avoid duplication.
