Edition: Professional, Business, Enterprise
User-level: Director, Assistant Administrators, System Administrators
Requirements: Primary admin or company admin access in QBO
Configure the available setting options to customise how invoices, credit notes, bills, and staff expenses are synced from Synergy to QBO using QuickBooks Online Connect.
NOTE: Syncing Bills or Staff expenses from Synergy to US-based QuickBooks Online company files is currently not supported
General settings
The Export from date in the General settings is used to set the date range for data synced between Synergy and QBO.
Contact settings
QBO supports fewer characters on contact records so QuickBooks Online Connect will shorten the name as required to allow your Synergy contacts to sync to QBO.
The S- prefix is added to the Synergy contact unique ID when syncing bills and staff expenses to QBO. This ensures that the contact will be created as a Supplier contact in your QBO company file.
Invoice settings
Invoice settings are used to customise the information shown on invoices and credit notes, such as invoice text, invoice journal memo, and jobs.
Filters allow you to limit which invoices and credit notes will be synced to QBO.
Account code mappings determine which income accounts your Synergy invoices and credit notes will be allocated to in QBO.
A fixed income account is used as the default, with the option to select a different income account. You can also select cost centre or discipline as an alternative.
Payment settings
Payment settings control if invoice payments are imported from QBO or exported to QBO. Import payments is the default setting.
QBO Connect requires payment types to be mapped. If an exact match for the Synergy payment type already exists in your QBO company file, it will be displayed in the Import and export payment type mapping list.
If the text 'Select' is displayed in a Quickbooks Online payment method field, it means a direct match can't be found.
Click the down arrow to map to an alternate payment type, or edit your organisation's payment type list to add new payment types before selecting them in QBO Online Connect.
The payment type list is located under the Organisation menu > Settings > Project Lists > Payment types
Class mapping
If you use classes in your QBO company file, you can map your Synergy data to them. By default, this is set to None.
Select a Synergy record type from the drop-down list to display your QBO classes and sub-classes.
The QBO class options list on the left displays the class as the first row. Sub-classes of that class are listed immediately below it. This allows you to map to either the class or to the sub-classes depending on your QBO reporting requirements.
Bill settings
Bills settings are used to customise which information is shown on purchases, such as the bill note and bill line description.
Filters allow you to limit which bills will be synced to QBO based on cost centre or discipline.
Account code mappings determine which expense or cost of goods sold accounts your Synergy bills will be allocated to in QBO.
A fixed expense account is used as the default, with the option to select expense type as an alternative.
Staff expense settings
Staff expense settings are used to customise the information shown on staff purchases in QBO, such as the staff expense note, and other details from the staff cash or travel expense entry.
Filters allow you to limit which staff expenses will be synced to QBO based on the project prefix.
Account code mappings determine which expense or cost of goods sold accounts your Synergy staff expenses will be allocated to in QBO.
A fixed expense account is used as the default, with the option to select expense type as an alternative.
Tax settings
Tax settings map Synergy tax codes to QBO tax code options for invoices and expenses.
This article describes the default QuickBooks Online Connect settings.
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