QuickBooks Sync

QuickBooks® synchronization is used to ensure that the CRM and QuickBooks have the same information. Synchronziation can be bi-directional or in a single direction.

We generally recommend QuickBooks online as there are no external requirements. QuickBooks Desktop (Pro/Premium/Enterprise) requires a third-party library from RSSBus and it requires that you have QuickBooks Desktop always running on a workstation.

Field Description
Enabled Flag to enable or disable synchronization.
Verbose Status When checked, verbose messages are logged with each event.
QuickBooks App SplendidCRM supports synchronization with QuickBooks Desktop and QuickBooks Online.
Direction The direction of synchronization. (bi-directional, to crm only, from crm only)
Conflict Resolution The winning location when a conflict is encountered. (remote, local)
Sync Quotes to Estimates Flag to synchronize Quotes to QuickBooks Estimates.
Sync Orders to Sales Orders Flag to synchronize Orders to QuickBooks Sales Orders. This feature only applies to QuickBooks Desktop as QuickBooks Online does not have a Sales Orders module at this time.
Sync Invoices to Invoices Flag to synchronize Invoices to QuickBooks Invoices.
Sync Payments to Payments Flag to synchronize Payments to QuickBooks Payments.
Payments Deposit Account In order to create a QuickBooks payment record, a deposit account will need to be provided. Specify the payment account name.
Sync Refund Payments to Credit Memos Flag to synchronize refunds to QuickBooks Credit Memos. SplendidCRM supports positive and negative payments, but QuickBooks uses a separate module called Credit Memos for refunds.

The following fields are use to authenticate with QuickBooks Online. Most of the fields are populated automatically using the Authorize button. The Reconnect button is rarely used. An Access Token lasts for 180 days and can only be renewed 30-days before it expires. The CRM will automatically renew the token 15 days before it expires, but you can renew it manually. The Reconnect button is really only used by developers.

Field Description
Company ID The company ID comes from the QuickBooks Online Your Account page.
Country Code This is an optional field that is only used for non-US services.
OAuth Client ID This value comes from the QuickBooks Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
OAuth Access Token This value is populated when you click the Authorize button.
OAuth Client Secret This value comes from the QuickBooks Developer API site. You can register your own app or you can contact SplendidCRM support and use our app.
OAuth Access Token Secret This value is populated when you click the Authorize button.
OAuth Verifier This value is populated when you click the Authorize button.
OAuth Access Token Expires This value is populated when you click the Authorize button.

In order to sync with QuickBooks Desktop, you install RSSBus ADO.NET Data Provider for QuickBooks on the computer running QuickBooks.

Field Description
Remote User Specify the user name.
Remote URL Specify a URL to the workstation.
Remote Password Specify the password.
Remote App Name Specify app name as defined in the RSSBus utility.

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