This article is specific to QuickBooks Desktop and does not cover configuring QuickBooks Online.

Configure your QuickBooks synchronization settings, class and tax mappings by navigating to the General Settings page under the QuickBooks heading of the 3C Connect settings menu.

If you plan to synchronize your customers and invoices between 3C Connect and QuickBooks, it's important to activate the appropriate settings in 3C Connect. We recommend activating synchronization for customers and invoices.

Route data from 3C Connect to a specific QuickBooks account.

Most users create accounts in QuickBooks to serve as high-level categories for their transactions such as income and expenses accounts. 3C Connect doesn't support funneling transactions to different accounts based on departments (like maintenance, tune-ups or installs), but tracking these departments is available through classes. See the section on class mapping below for more details.

You'll want to choose which QuickBooks account you'd like to use.

To view and manage your accounts in QuickBooks, select Chart of Accounts from the Lists menu in QuickBooks Desktop.

Coordinate payment methods between 3C Connect and QuickBooks.

If payments aren't mapped in 3C Connect, they won't be synchronized to QuickBooks. To set them up, simply set which 3C Connect payment method corresponds to your QuickBooks payment methods in the dropdown.

To manage your payment methods in QuickBooks, select Lists > Customer & Vendor Profile Lists > Payment Method List.

You'll see a list of all of your current QuickBooks payment methods. Add payment methods by clicking he Payment Method button and adding a new method.

3C Connect will warn you when you synchronize invoices and payment methods have not been mapped. To disable these warnings, select "Do not warn about payment problems when synchronizing".

Coordinate taxes between 3C Connect and QuickBooks.

If taxes aren't mapped in 3C Connect, they won't be synchronized to QuickBooks and this is likely to cause errors in accounting. Each 3C Connect tax rate must be matched to its counterpart in QuickBooks. You can find more information about managing your 3C Connect tax rates in our related article.

Make sure that each QuickBooks tax rate percentage that you select in the dropdown matches its 3C Connect tax rate counterpart shown in the label.

If you aren't seeing QuickBooks tax rates, or need to add QuickBooks tax rates, open the application and follow these steps:

To view and manage the tax rates that are currently set up in QuickBooks, follow these steps:

3C Connect will warn you when you synchronize invoices and taxes have not been mapped. To disable these warnings, select "Do not warn about tax problems when synchronizing". Turning these warnings off can be useful if you're in a region that doesn't charge tax or if your business will be handling taxes in another way.

3C Connect will allow you to set preferences for whether or not line items on invoices will be set as taxable or non-taxable when sent to QuickBooks Desktop.

When using the setting to allow line items to be taxable or not based on the customer tax code, note that tax codes are attached to a customer in QuickBooks. This differs from 3C Connect, where taxes are based on the job site.

The taxable/non-taxable status is shown on each invoice line item in QuickBooks Desktop as displayed below.
​

Coordinate how classes are designated between 3C Connect and QuickBooks for better QuickBooks reports.

Classes act as tags/flags that allow you to sort sales based on property type and department types that come from 3C Connect for more detailed reporting in QuickBooks.

You can set the property type on each 3C Connect site.

You can set the department type on each 3C Connect appointment and work order. Any department that is set on an appointment will be mirrored on the related work order and vice versa.

In order to use classes in QuickBooks, you need to first turn them on by following these steps:

The first option in the Class Mapping section of your 3C Connect General Settings allows you to choose between allowing different class mappings per service repair or not.

When alternate class mapping is allowed, you'll be able to set a different department for each service repair when editing work order line items.

Classes aren't in QuickBooks by default, so the default dropdown selection for each 3C Connect class is "Create a new Class". This will create the corresponding class in QuickBooks when synchronizing invoices.

If your classes are already set up in QuickBooks, you can choose the correct class in the dropdown.

To view and manage the classes that are used in QuickBooks, select "Class List" from the Lists menu. A window containing your class list will appear.

Manage how synchronization and discrepancies are handled between 3C Connect and QuickBooks.

There are many important details to consider when synchronizing, and you'll want to make every effort to remain consistent in how data is managed between programs. Below, you'll find details and settings about how your data will be imported and exported.

Jobs in QuickBooks correspond to Sites in 3C Connect. These jobs/sites belong to a customer, and this relationship can be displayed more clearly in QuickBooks by selecting the hierarchical view. This will show indentations in your list of customers and jobs to account for this nestled relationship. Right click on your list and select "Hierarchical View" for this mode of display.

When importing customers and invoices from QuickBooks into 3C Connect, the site address in 3C Connect can be configured to come from a certain field in each QuickBooks job.

When exporting sites from 3C Connect into QuickBooks as jobs, you can select how your job names will be managed.

You can choose to override the job name with one provided by 3C Connect, or you can choose to use any name that already exists in QuickBooks. For sites that are newly created in QuickBooks, the job name provided by 3C Connect will be used.

The job name that comes from 3C Connect will depend on which setting you've selected for the job name format. You can choose to display the street address only, or the street address and the city as the job name.

When exporting a site from 3C Connect to QuickBooks, the QuickBooks job Ship To address will contain the 3C Connect site address and the QuickBooks job Bill To address will contain the 3C Connect customer address.

When exporting customers from 3C Connect into QuickBooks, you can select how your customer names will be managed.

You can either choose to use (in order) the company name, or last and first name that comes from the your 3C Connect customer information, or you can keep the customer name as it is in QuickBooks. When creating a new customer in QuickBooks for the first time, the company name or first and last name will be used.

If a customer or site address in QuickBooks is missing the state, it can cause complications for tax mapping and reporting. 3C Connect can be set to add a default state code whenever it is missing.

You can choose whether or not to synchronize notes on customers and sites in 3C Connect with their counterpart customers and jobs in QuickBooks.

You have the option to group prices for part items and service repairs on invoices in QuickBooks. If you choose to group part items and service repairs, the prices will be merged onto a single line.

You can choose to set a specific path to a QuickBooks company file, or to use whichever one is currently opened in QuickBooks.

If you selected the option during initial setup to always synchronize QuickBooks, even when QuickBooks is not running, you need to set a specific path for your QuickBooks client file.

If you choose to always synchronize and do not set a specific file path in 3C Connect, you run the risk of synchronizing any file that is open in QuickBooks (this could be other company files, back up files, etc.). Synchronizing differing files would mean the data would conflict and your records will begin to show inaccuracies.

When duplicating company files (as in the case of creating backups), you'll need to make sure that the specific file path is updated to the most current version of the file. If an outdated file is used, the current data won't synchronize between 3C Connect and QuickBooks.