QB Sync; Synchronize;

Using the QuickBooks^® (QB) Online Interface For The First Time

Select QB Online Interface

1. In the Navigation Sidebar, click the Settings button.
2. Open the System drop down menu.
3. Select Company Maintenance.
4. Click Edit and then click Defaults.
5. Navigate to the Interfaces Section.
6. Select the QuickBooks Interface (Online Connect Method) radio button.
7. Select the desired options in the QuickBooks Online Sync Options Section that appears after selecting the Online Interface.

    

   For more information see Configuration and Features of the QB Online Interface.

8. Click OK to exit Defaults.
9. Click Save to exit Company Maintenance.
   1. Settings are not saved until you completely exit Company Maintenance.

Open QuickBooks Company

10. Open QuickBooks and log in to the company you want to sync with.

Enable Deposits (in QB Online)

11. Select the Deposit option in your QuickBooks company is selected.
    • As of October 2019, this setting was located in Company Settings > Sales > Sales Form Content; however this location is subject to change by Intuit. Please refer to QuickBooks documentation if you need assistance in locating this setting.

Edit Currency Codes

12. Open the Base Tables drop down menu (located under the Settings option in the Navigation Sidebar).
13. Select Currency Codes.
14. Edit a Currency Code from the grid.
15. Open the Quickbooks Currency Code dropdown menu in the General section.
16. Select the Quickbooks Currency Code that corresponds with the Currency Code you are editing in JobBOSS².
17. Click Save and repeat these steps for all Currency Codes.

Edit GL Group Codes

18. Open the Base Tables drop down menu in JobBOSS² (also located under the Settings option in the Navigation Sidebar.)
19. Select GL Group Codes.
20. Click New to create a new code. In total, create the following 2 new group codes:
    1. Accounts Receivable - Must be associated with Quickbooks Account Type 1
    2. Accounts Payable - Must be associated with Quickbooks Account Type 2
21. Edit remaining Group Codes and assign the appropriate Quickbooks Account Types.
    • Quickbooks Account Type is a field added to Group Codes once the QB Online Interface option is selected in Company Maintenance.

      For more information see Configuration and Features of the QB Online Interface.

Edit GL Codes

22. Open the Tables drop down menu in JobBOSS² under the Settings option in the Navigation Sidebar.
23. Select GL Codes.
24. Select the GL Code for Accounts Receivable and click Edit.
25. Change the GL Group Code from its current value to the newly created Group Code assigned to the Accounts Receivable Quickbooks Account Type .
26. Click OK.
    • The Quick Books Online Setup screen displays.

      

27. Select the Group Code to associate with the “generic” JobBOSS² accounts the interface will create in the QuickBooks chart of accounts.
    • The related QB Account Type field will automatically populate so long as you have edited the Group Codes. If not, select the QB Account Types as needed.
28. Click OK.
29. Click the Connect To QuickBooks button that displays.

    

30. Click Authorize to allow your QB Company to communicate with JobBOSS².

    

31. Click OK (again) to complete the change to the AR GL Code.
32. Select the AP GL Code and click Edit.
33. Change the GL Group Code to the newly created Group Code assigned to the Accounts Payable Quickbooks Account Type .
34. Click OK.