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/
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.
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.