In this article:
QuickBooks Sync Chart
Here you will find a visual representation of "what" and "how" data sync between SingleOps and the accounting software Quickbooks. Note the arrows, some data will sync bilaterally, others in a single direction.
| Sync Direction |
|
Description |
Operation | 
| Class | Classes created in QuickBooks sync into SingleOps as Operations.
For detailed reporting, create the operations you want in SingleOps as classes in QuickBooks. |
Item | 
| Products & Service | SingleOps syncs the Name, Income Account, and Category. |
Clients |  | Customers | SingleOps syncs the name, phone number, email address, and billing address. |
Vendor |  | Vendor / Supplier | SingleOps syncs the vendor name only, and all vendors need a unique name. |
QB Account |  | SO Account | A SingleOps account can sync with only one QuickBooks file |
Income/Expense Accounts |  | Chart of Accounts | General ledger accounts sync from QuickBooks to SingleOps only.
The three main account types used in SingleOps are Income, Expenses, and Other Current Liabilities (used for deposits). |
Terms |
 | Terms | Terms should be managed in SingleOps. They must also be deactivated in both systems |
Payment Methods | 
| Payment Methods | Payment Methods are entered in SingleOps. They sync after first use. |
Sales Tax Configuration | 
| Sales Tax Configuration | Tax Rates and Tax Groups sync from QuickBooks to SingleOps as Tax Components and Tax Locations.
These must be set up in QuickBooks and synced to SingleOps; they cannot be created or edited from SingleOps. |
Invoice |  | Invoice | Invoices sync from SingleOps to QuickBooks only.
Only the balance syncs back so that invoices paid in QuickBooks are marked paid in SingleOps. |
Purchase Order |  | Bill | Purchase Orders sync to QuickBooks when they are approved or when the associated Job/Visit they are associated with is approved. |
Payment | 
| Receive Payments | Payments sync from SingleOps to QuickBooks.
On SingleOps-originating invoices, if the invoice is marked paid in QuickBooks, the payment balance syncs back and updates the invoice in SingleOps. |
Refund |  | Refund Receipt | Refunds sync from SingleOps to QuickBooks. |
Deposits & Prepay |
 | Sales Receipt | When a Deposit or Prepay is paid, it creates a Sales Receipt in QuickBooks at that time. |
Key Rules & Limitations
Only one QuickBooks account can be connected to a SingleOps account. If you run multiple businesses with multiple QuickBooks accounts, you will need a separate SingleOps account for each.
Invoices generated in QuickBooks will not sync to SingleOps. SingleOps only syncs invoices from SingleOps to QuickBooks.
If an invoice is updated in SingleOps after it has been synced to QuickBooks, you must manually re-sync it for the changes to appear in QuickBooks.
If you update an invoice in QuickBooks and the sync from SingleOps occurs, your changes will be overwritten with SingleOps values
If you charge sales tax, tax information must originate from QuickBooks
Syncing with QuickBooks Online is automatic once you’ve established a connection.
Syncing with QuickBooks Desktop requires daily manual interactions and the use of QuickBooks own in house application, the QuickBooks Web Connector.