What Information is Synced?

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

Customer Records

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

Customer records (existing or new) go from QuickBooks to Syncta. However, new customers created in Syncta are not added in QuickBooks.

Invoices    

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

Invoices (new) go from Syncta to QuickBooks. However, new invoices created in QuickBooks are not added in Syncta.

Paid Invoices

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

When an invoice is paid in QuickBooks, that invoice is marked as paid in Syncta.
 

How Does the Initial Sync Work?

Once the connection between Syncta and QuickBooks is established, we try to match customer records from QuickBooks into Syncta. Some things to note:

  • 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                                  

Did this answer your question?