The integration between System Integrator and QuickBooks is the most popular and intuitive integration D-Tools offers. As more customers make the switch to QuickBooks for accounting, the questions we get the most are how does this integration work, and what information can be shared between the two programs?
It’s simple really. The Sync feature allows you to synchronize pricing and description changes between Cost, Price, Short/Long Description, Vendor, Item Number, and Custom Fields.
This feature allows you to maintain pricing changes in one software, either SI or QuickBooks, then sync to the other
This function is available on the QuickBooks tab within the Product Explorer and Labor Explorer. Click the button and choose to sync either the selected Products/Labor Items or all of them:
Note: The Sync->All function does not work for QuickBooks Online, you must use Sync->Selected.
You can use the filter “Products in QuickBooks” or “Labor in QuickBooks” to filter down to just your “linked” items:
When you click the Sync button and select “Selected”, the Sync QuickBooks Items form will open:
This form will list only the selected items that have differences between SI and QuickBooks in the following fields: Cost, Price, Short/Long Description, Vendor, Part Number, and Custom Fields (if you have mapped them, see below). You can click on each item, and any differences will display at the bottom of the form. You can also choose which fields you want to update. For example, you might want to only sync pricing and not descriptions.
By default, all items are selected, but you can uncheck any items individually or use the select/deselect buttons:
When you’ve made your selections, click either the “Sync To QuickBooks” or “Sync From QuickBooks” button:
If you have defined any of your five available Custom Fields in QuickBooks, you can use the “Map” button to map them to SI fields:
This opens the QuickBooks Custom Fields Mapper form where you can make your selections.
Click here for a tip on using Custom Fields.
Be sure to utilize this seamless integration between System Integrator and QuickBooks in order to further streamline your business processes and ensure accurate billing for products, labor, and project revision management!
If you have questions, please email our Customer Success team at firstname.lastname@example.org
– The Customer Success Team