Switching to QuickBooks Online from QuickBooks Desktop

This user manual explains the steps required to switch from QuickBooks Desktop to QuickBooks Online in CommitCRM.

NOTE: when switching from CommitCRM-QuickBooks Desktop Link to CommitCRM-QuickBooks Online Link it is important to avoid creation of duplicate Accounts and Items in CommitCRM and QuickBooks Online, if the both systems already contain these records. Therefore importing all customers and items records from QuickBooks Online is NOT recommended as it may create a lot of duplicate records in CommitCRM.

Installation Instructions

To connect to your QuickBooks Online company please follow QuickBooks Online Link Configuration Instructions.

Link Account To QuickBooks Online Customer/Job/Vendor Record

This option enables you to link between an existing 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 contact 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/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 menu.

File:Commitcrm link account to quickbooks online record.png

The QuickBooks Customer/Job Selection dialog box will appear:

File:Commitcrm quickbooks online customer selection window.png

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.

Create New Record in QuickBooks Online Based on CommitCRM Account

This option allows you to create a new Customer/Vendor in QuickBooks Online based on the existing Account in CommitCRM, instead of retyping all the information again in QuickBooks. It also creates a link between the record in CommitCRM and the newly created corresponding record in QuickBooks.

This option is useful when a new Account record was created in CommitCRM and you want to add it to QuickBooks, without having to type the Account details again in QuickBooks Online.

To create a new Customer/Vendor in QuickBooks Online based on an existing CommitCRM Account, select the relevant record in the Accounts window in CommitCRM and then select Create New Record in QuickBooks Based on CommitCRM Account in the QuickBooks menu.

File:Commitcrm new record in quickbooks online based on account.png

The Account record will now be transferred to QuickBooks Online as a Customer/Vendor. You can open QuickBooks Online and view the newly created record.

File:Commitcrm new customer in quickbooks online.png