This heading is reached by choosing View | Integration | QuickBooks | Synchronize Accounting.
Permissions and Settings
To use the QuickBooks synchronization you will need to have:
This sections describes the fields and buttons on this tab.
|Send transactions only for the following company||You can only synchronize one company at a time. If you have multiple companies, then it is likely you have a QuickBooks company file for each one. Choose the company you want to sync.|
|QuickBooks Version (Desktop only)||QuickBooks versions are discussed on the individual pages for syncing with QuickBooks or QuickBooks Online. This should already be set properly if you followed the instructions there.Desktop.|
|Show Connector Info (Desktop only)||Clicking this button tests whether the QuickBooks Request Processor is installed. If it is installed, you will get some data back. Otherwise you will receive an error message. Just because the connector info button returns a result, does not necessarily mean that Projector can push information.|
|Send transactions to a production or a sandbox QuickBooks Online company? (Online only)||This set of radio buttons allows user to access a production QuickBooks Online company for real accounting integration or use a sandbox QuickBooks Online company to do some testing beforehand.|
|Log file of transactions submitted to QuickBooks and of the QuickBooks responses|
The QuickBooks log is essential for troubleshooting. The log is kept in text format with the newest entries at the bottom. Viewing the log likely will be meaningless to you, but you can send it to support for review. The log is maintained on a per machine basis. So if you run into an error on one computer, and look at the log from another computer, they won't contain the same information.
|Clear QuickBooks Online Connection(s) (Online Only)||Clicking this button before you send transactions to a different QuickBooks Online company (ex. from Sandbox to Production QuickBooks Online company) from the SAME Projector company (the one in "Send transactions only for the following company").|
|Import Wizard||A trick button. You can do all the same things and more with the Synchronize Wizard. Start there instead!|
|Synchronize Wizard||Sync data back and forth between QuickBooks and Projector. See the QuickBooks Synchronize Wizard for a full description of what this does.|