What Information is Synced?

The connection between Syncta and QuickBooks syncs some information from customer records and invoices between the two systems, which helps reduce the need to enter the same information twice. Any new customer entered in QuickBooks will be added in Syncta, and any new invoices created in Syncta will be added in QuickBooks. 

Note: You must have QuickBooks Desktop or Online 2013 or newer to connect with Syncta. 

Customer Records

    Syncta <-------------------- QuickBooks

Basic information (name, mailing address, phone number, email) from customer records (existing or new) go from QuickBooks to Syncta. However, new customers created in Syncta are not added in QuickBooks.

Invoices    

    Syncta --------------------> QuickBooks

When triggered, new invoices go from Syncta to QuickBooks. However, new invoices created in QuickBooks are not added in Syncta.

How Does the Initial Sync Work?

Once you have established the connection between Syncta and QuickBooks, please contact Syncta Support so we can start to import customers from QuickBooks to Syncta. During this import, we try to match customer records from QuickBooks into Syncta. Some things to note about customer records:

  • For a match to occur, the customer name must be an exact match between the two systems. Pay attention to spaces, periods, name order, etc. For example, Nick Brown vs. Brown, Nick.
  • If Syncta doesn't find an exact match, Syncta creates a new customer record using the QuickBooks customer name. If this occurs, there may be two records of the same customer that contain the same information. For example, Jane Marshall and Marshall, Jane
  • If there are duplicate records in either system, you need to update one customer record and delete the other. 

Example Customer Record - Before and After Sync

The examples below show what happens if there is not an exact match of a customer's name. In this case, the name in QuickBooks is added to Syncta as a new customer.

Customer Records Before Sync

Syncta                      QuickBooks
Nick Brown              Brown, Nick

Customer Records After Sync

Syncta                      QuickBooks
Nick Brown              Brown, Nick
Brown, Nick                                  

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