Finance - Quickbooks Settings control all data syncing to Quickbooks Desktop or Online from PortPro. Quickbooks can be connected from Connections - My Apps - Finance.
In Settings, what data syncs over to Quickbooks can be configured using the checkboxes. Invoices will not sync unless the box here is checked. There are many options for the specific data that needs to sync to QB on both the AR and AP side.
Custom Mapping allows data from PortPro to carry over to custom fields configured in QB. Common examples are Container # and PO #. The Field Name is the Quickbooks name and the Reference Field is the data name in PortPro.
Accounts will show individual accounts in QB.
Quickbooks ID displays the ID for all invoices, payments, and customers that have successfully synced over. If there is no QB ID, the data will not be in QB. If an invoice or payment is accidentally deleted in QB, PortPro will not recognize that since we only push data one way. The ID will need to be deleted / blanked out here, saved, and then it will be in Problem Sync to resync over.
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