Switching to QuickBooks Online from QuickBooks Desktop: Difference between revisions
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To link between an existing Account record in CommitCRM and an existing Customer, Job or Vendor in QuickBooks Online, go to the Accounts window and select '''''Link Account To QuickBooks Customer/Job/Vendor Record''''' on the QuickBooks drop down toolbar mhttps://www.commitcrm.com/wiki/Switching_to_QuickBooks_Online_from_QuickBooks_Desktopenu. | To link between an existing Account record in CommitCRM and an existing Customer, Job or Vendor in QuickBooks Online, go to the Accounts window and select '''''Link Account To QuickBooks Customer/Job/Vendor Record''''' on the QuickBooks drop down toolbar mhttps://www.commitcrm.com/wiki/Switching_to_QuickBooks_Online_from_QuickBooks_Desktopenu. | ||
[[File: | [[File:link_account_to_quickbooks_online_record.png|center]] | ||
The QuickBooks Customer/Job Selection dialog box will appear: | The QuickBooks Customer/Job Selection dialog box will appear: | ||
[[File: | [[File:quickbooks_online_customer_selection_window.png|center]] | ||
Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK. | Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK. | ||
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To link between an existing Item record in CommitCRM and an existing Item in QuickBooks Online, select '''''Link Item To QuickBooks Item''''' on the QuickBooks drop down toolbar menu. | To link between an existing Item record in CommitCRM and an existing Item in QuickBooks Online, select '''''Link Item To QuickBooks Item''''' on the QuickBooks drop down toolbar menu. | ||
[[File: | [[File:link_item_to_quickbooks_online_record.png|center]] | ||
The QuickBooks Online Item Selection window will appear: | The QuickBooks Online Item Selection window will appear: | ||
Revision as of 13:47, 30 March 2020
This guide explains the steps required to switch from integrating CommitCRM with QuickBooks Desktop to integrating with QuickBooks Online.
IMPORTANT NOTE: QuickBooks Online internals are entirely different than the desktop edition and when migrating your QuickBooks Desktop data to QuickBooks Online all internal identifiers of customer and item records are changed. This means that you must re-link your CommitCRM Accounts to QuickBooks Online Customers and CommitCRM Items to QuickBooks Online Items. Do not import customers and items from QuickBooks Online before linking existing records first, otherwise duplicate records will be created.
Installation Instructions
To connect to your QuickBooks Online company please follow QuickBooks Online Link Configuration Instructions. We strongly recommend to backup CommitCRM data before configuring the QuickBooks Online Link. You should backup <server>\CommitCRM\DB folder including all files while no one is using CommitCRM.
Link CommitCRM Account To QuickBooks Online Customer, Job or Vendor Record
This option lets you to link between an existing Account record in CommitCRM and an existing record in QuickBooks Online.
This option is very useful when the same customer already exists in CommitCRM and also exists in QuickBooks Online. It tells the system that both these records are actually the same and there should be a link between them when synchronizing data. Also, when generating QuickBooks Online invoices from CommitCRM the link tells CommitCRM to which customer to link the invoice to.
To link between an existing Account record in CommitCRM and an existing Customer, Job or Vendor in QuickBooks Online, go to the Accounts window and select Link Account To QuickBooks Customer/Job/Vendor Record on the QuickBooks drop down toolbar mhttps://www.commitcrm.com/wiki/Switching_to_QuickBooks_Online_from_QuickBooks_Desktopenu.
The QuickBooks Customer/Job Selection dialog box will appear:
Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.
Link CommitCRM Item To QuickBooks Onlince Products/Services
You can create a link between an existing Item in CommitCRM with an existing Item in QuickBooks Online.
This option is useful when the same Item already exists in both CommitCRM and QuickBooks Online. The linking function tells the system that these records are the same Item and they should e synchronized with each other.
To link between an existing Item record in CommitCRM and an existing Item in QuickBooks Online, select Link Item To QuickBooks Item on the QuickBooks drop down toolbar menu.
The QuickBooks Online Item Selection window will appear:
Type the name of the Item in the Name field in QuickBooks Online, and click Find. The relevant Items in QuickBooks Online will be displayed. Select the Item that matches the Item in CommitCRM and click OK.
Done! You have created the link between the two records. Updates in CommitCRM to this Item can now be synchronized with to QuickBooks Online, and vice versa.