In this article:
🛑 If you are out of Implementation, and looking to connect to your live SingleOps account, please contact SingleOps prior to connecting QuickBooks Online.
Sync QuickBooks Online with SingleOps
Navigate to:
Setup > Account Settings
From the blue menu, select QuickBooks
At the bottom of the page, click the Connect QuickBooks Online button.
⚠️ You will need Admin access to your QuickBooks
Once QuickBooks is successfully synced, return to SingleOps.
Additional Notes
Only make updates in ONE system (Best practice: Make a commitment to making updates in SingleOps, only)
There can be no duplicate client display names, item names, vendor names (and vendors can not have the same name as a current client), and no duplicate invoice numbers.
Once invoices are being synced from SingleOps to QuickBooks, adding invoices directly into QuickBooks will cause syncing issues.
Connect QuickBooks Online Video
Note: Some of the content in this video may reflect a previous version of SingleOps. For a more accurate guide, please refer to the steps listed above.