When viewing the list of Invoices or Estimates under the Billing section, you'll see a QuickBooks icon appear when a document has successful synced to a document with QuickBooks Online. The following shows you exactly what must be selected/used when creating the new account for a successful sync from Dispatch to QuickBooks Online:Įstimates and Invoices created in Dispatch will sync to QuickBooks Online at certain stages whether created from the web or mobile app. Under the 'Chart of Accounts', if you do not have an account named " Sales" under the " Income" type, you'll need to create one. If you wish not to have items under this 'Income' account type, you can ONLY create items in QBO first.then allowing the item to automatically create in Dispatch through the sync. By default, we sync any new items to this particular account type. In order for Dispatch to sync a new item to QBO, you must have a specific account type in your QBO account. These items can be stored in Dispatch and QuickBooks Online, providing an accessible list of preferred items for all users across your Organization.
You may use a list of preferred, stored billing items that are commonly used with your Estimates and Invoices. Anything other than the 2-letter abbreviation will cause that customer to fail in the attempt to create the customer in Dispatch. The State field in QBO must be in a two-letter abbreviation.If the Customer ID that is synced then is deleted or merged to a different customer in QBO, the customer will fail to sync in the future, including any Estimates and Invoices associated to the customer. Once a customer is synced in Dispatch, we assign the customer ID that QBO provides. Deleting and Merging customers in QBO, if that customer has already synced to Dispatch, is not recommended.Additionally, Dispatch will not overwrite phone numbers in the other phone number fields for the customer. Changing the Mobile phone number listed in QBO for the customer will add a new phone number to the customer, not overwrite. A single "primary" phone number (labeled with "Send Notifications") in Dispatch will sync to the "Mobile" field in QuickBooks.You can add email addresses to the 'Notes' field under the customer within QBO as an alternative. If you have more than one email address for a customer in the "Email" field within QuickBooks, the customer sync will fail. Only a single email address per customer can be synced between platforms.Customers must have a First Name in QBO in order to sync to Dispatch.These must be filled out in QBO in order for the customer to get created in Dispatch. First & Last Name: The combination must be unique with QBO no exact same-names can be synced due to a limitation by QBO.Customers linked as a sub-customer in QBO will not be listed as a sub-customer in Dispatch you can mark a customer as a sub-customer in QBO at any time.Phone Number (only primary, number set as "Send Notifications").
Customer profiles that currently exist within Dispatch already but do not exist in your Quickbooks records will create a new customer profile in QuickBooks as well. By default, your Customers will sync between the platforms the "QuickBooks Enabled" status appearing.Įnabling Dispatch to sync your Customer data will import all of your existing customer base from Quickbooks into Dispatch. As shown below, you can toggle whether you wish to Sync Estimates and Invoices automatically. There are a few pieces of data you can sync between QuickBooks and your Dispatch account customers, billing documents and line items. You can Manually Sync your data at any time but your data will automatically sync every 15-30 minutes. Streamlining your data between Dispatch and QuickBooks Online can help save time and energy from duplicating efforts.
Our integration update will automatically trigger AST in QuickBooks Online once a document syncs. If you operate in a State where the tax is simple, such as always a 6.25% and you've added the same rate in Dispatch, there will not be a discrepancy between the billing doc & payment collected, and the calculation in QuickBooks Online. We recommend familiarizing yourself with the QuickBooks Online Automated Sales Tax setting.Īn update to our integration at a future date, currently dependent on QuickBooks Online, will allow for a reliable calculation based on the same rules provided by Intuit. If you have enabled Automated Sales Tax in your QuickBooks Online account, the final calculation may be different between the tax rate you've selected in Dispatch and the calculation performed by QuickBooks Online. Important: Quickbooks Online Automated Sales Tax settingĭue to a recent change in how QuickBooks Online processes sales tax on Estimates and Invoices using "Automated Sales Tax" (AST) calculation, Invoices and Estimates in Dispatch may not represent the proper tax calculated once a document syncs from Dispatch to QuickBooks Online.