Quickbooks Integration Settings and Tools

Modified on Sat, 28 Jun at 1:19 PM

An overview of the settings and tooling available to manage your Quickbooks integrations with PortPro systems.

Please see the following links for video walkthroughs on the specified topic:
Connecting to Quickbooks
Overview of Problem Sync Page
Functionality of Problem Sync Buttons

Quickbooks Settings
To get to your Quickbooks related configuration options, you will first navigate to the Finance category under Settings.

Here you will see the various options available in terms of what you want synced over at both a high level and some layer of granularity.

Problem Sync

In the "Quickbooks ID" area of these settings, you can remove a QB ID if need be to attempt a re-sync or manually override an ID. Our suggestion would be to consult our team before taking action in this area as incorrectly removing an ID could break the sync between the systems for that item.

Screenshot of: In the "Quickbooks ID" area of these settings, you can remove a QB ID if need be to attempt a re-sync or manually override an ID. Our suggestion would be to consult our team before taking action in this area as incorrectly removing an ID could break the sync between the systems for that item.

The "Custom Mapping" area of the settings has been enhanced to now include optional fields within Description area of Quickbooks, for a combined invoice or invoice with multiple charge sets.

Screenshot of: The "Custom Mapping" area of the settings has been enhanced to now include optional fields within Description area of Quickbooks, for a combined invoice or invoice with multiple charge sets.

The "Problem Invoices" page has now become the "Problem Sync" page, with increased functionality to not only get items synced over but provide the visibility into what needs syncing.

Screenshot of: The "Problem Invoices" page has now become the "Problem Sync" page, with increased functionality to not only get items synced over but provide the visibility into what needs syncing.

As you can see in the following screens, we not offer the visibility and ability to resync not only Invoices, but also Payments, Customers, and Credit Memos.

Screenshot of: As you can see in the following screens, we not offer the visibility and ability to resync not only Invoices, but also Payments, Customers, and Credit Memos.

Invoices, in particular, have some additional functionality to either clear an invoice from "Invoices" with no sync over attempt to Quickbooks or the ability to move the invoice to paid status without a sync. The latter comes in handy when action was taken outside of the system like payments being applied directly in Quickbooks.