Synchronizing ScheduleInterpreter® and QBO
Description
ScheduleInterpreter® offers 3 ways to synchronize your data. Each mode allows various levels of control how data is being synchronized between two platforms.
| Synchronization mode | Description |
|---|---|
| Manual (default) |
All transactions and records are synchronized separately. Confirmation of the synchronization must be completed manually using vendors center, account center, invoice history and payment history. The mode provides maximum control over data flow from ScheduleInterpreter® to QBO. Recommended for migration from desktop edition of QuickBooks or when new account is created in QBO. |
| Scheduled |
Time based synchronization provides options to schedule daily and hourly automatic synchronization process. The mode enables automated data exchange without human intervention. Recommended for medium size organizations with highly organized workflow. |
| Live |
Data from ScheduleInterpreter® is instantly synchronized with QBO. The mode is recommended for large scale organizations operating in real time with multiple branches or teams. |
As of May 15, 2021 Scheduled and Live options are only available when requested.
Synchronize clients accounts
ScheduleInterpreter® will update all customer accounts in QBO. Billing address and contact name are selected from the user list of the customer account. ScheduleInterpreter® will check if a user with Accounting manger profile exists, and if present, populate billing details in QBO with user's profile details. When Accounting manager profile is absent, ScheduleInterpreter® will check if user with Administrator profile exists, and if present, populate billing details in QBO with user's profile details.
A message confirming synchronization is shown when process is completed.
Open QBO account to review the results of synchronization process.
ScheduleInterpreter® synchronizes inactive accounts. QBO shows inactive accounts by adding word (deleted) after the account name.
Selecting account and using Edit button will provide access to information compiled by ScheduleInterpreter® during synchronization process. If account types are populated in QBO, Additional Info tab will feature Customer Type.
Synchronize vendors
ScheduleInterpreter® will update all vendors profiles in QBO, including SSN or EIN numbers. When vendor is registered in ScheduleInterpreter® as a business, the name of the business is populated under Display name as field..
A message confirming synchronization is shown when process is completed.
Open QBO account to review the results of synchronization process.
ScheduleInterpreter® synchronizes inactive vendors. QBO shows inactive vendors by adding word (deleted) after the name.
Synchronize vendor payments
QBO processes vendor payments after vendor bill has been added to vendor's profile. ScheduleInterpreter® creates vendor bills converting processed payments.
Use button to synchronize all transactions.
A message confirming synchronization is shown when process is completed.
Open QBO account to review the results of synchronization process. All vendor payments are converted into QBO vendor bills and will appear under Expenses > Vendors.
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Selecting a vendor and a specific bill, will provide detailed outline according to the settings and configuration of the accounts and items.
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Synchronize customer invoices
Use button to synchronize all transactions.
A message confirming synchronization is shown when process is completed.
Open QBO account to review the results of synchronization process. All customer invoices will appear under Sales > Customers.
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Selecting any customer from the list will provide access to the invoices and their content.
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