ServiceWorks syncs all the data from ServiceWorks to QuickBooks online in the appropriate accounting bucket. Search for the transactions that you want to be synced by the date range.
Steps to follow
For online QuickBook sync these steps has to be followed
- Sync Chart of Account independently: This will bring all the Chart of Accounts from QB to ServiceWorks and SW to QB.
- Sync Customers independently: This will do two way sync and all customers from QB will come to SW and from SW it will go to QB.
Next you can go and sync whatever you need.
All the Service Items are mapped to a Chart of Account Sales under Acct Type INC if it is not associated otherwise
All Items are mapped to Chart of Account Cost of Good sold under ACCT type COGS if it is not associated otherwise
ALL Inventory items are mapped to Chart of Account Inventory Asset under Acct Type OCASSET if it is not associated otherwise
You can see all the chart of account imported from QB in this page.
Associate your Items to Specific Chart of Account
Service Items
Click the cogwheel in the tool bar and navigate to Configuration -> Price List. Edit an existing service item using the three dots on the end and enter the corresponding Chart of Account name. Make sure they match the name of the account time in QuickBooks as well as set to account type INC, otherwise in QuickBooks it will not be considered as Income.
Items
For items, hover over the Inventory section of the toolbar and select Item. Select or create a new item, and then select the corresponding Chart of Account name from the Inventory Asset Account dropdown field. You can pick any from this list but make sure they are of account type COGS, otherwise in QuickBooks it will not be considered as Cost of Goods Sold.
