Before beginning a QuickBooks sync, please contact a member of the Support team who can assist you!
QuickBooks Sync is configured by going to Customize -> QuickBooks Management (under More). If this section isn't visible, the user should contact BPro support to ensure that the feature has been enabled on the system.
The first thing the user will be asked to do is the connect to their QuickBooks Online account and grant access for BPro to communicate with one of their companies.
Once connected, you will see your QuickBooks company name at the top-left of the page.
Under the options menu, you can configure the sync settings. Please contact or chat with a member of the BPro support team to help you configure the sync settings.
Sync Start date - This setting controls which records we will synchronize between systems, but it only affects Customers, Invoices and Payments. We will always sync products, product categories, payment methods, sales terms and taxes - regardless of the date. If a date is selected then we will only sync customers, invoices and payments that were created on or after that date. Note: if a customer or job is created in BPro before this date it will not be synced to QB.
Refund Account - This setting controls which QB account refund payments will be issued from. Without this, we cannot sync Refunds that are entered on BPro to QB. Common examples to use here are "Undeposited Funds", "Checking account", etc. The choices are only QB cash-based accounts.
Payment Methods - The list of payment methods is used to control which payments will be synced to QuickBooks. If a payment method is unchecked it means that any payments associated to that payment method will not be eligible to sync to QB. This can be useful for users who use an external payment processor that integrates directly into QB for which they would not want payments that are entered manually into BPro to be double-entered into their QB account.
NOTE: Payment methods must be manually created in QB so that they are named the same as in BPro. Here's how to easily create any needed payment methods in QuickBooks:
Once you are connected and have your initial sync performed, records will sync to QuickBooks from BPro in real time, as they are created/completed.