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Quickbooks Online (QBO)
How the QBO integration worksActivating and managing the QBO integrationSyncing time cards from Ontraccr into QBOSyncing inventory across Ontraccr and QBOSyncing invoices (receivable) from Ontraccr to QBOSyncing purchase orders from Ontraccr into QBOSyncing invoices (payable) from Ontraccr to QBOSyncing using QBO classes
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How the QBO integration works

Ontraccr can integrate directly with Quickbooks Online to:

  • Sync profiles across the two applications
  • Sync inventory across the two applications
  • Sync timesheets from Ontraccr into Quickbooks Online
  • Sync receivable invoices from Ontraccr into Quickbooks Online
  • Sync purchase orders from Ontraccr into Quickbooks Online
  • Sync payable invoices from Ontraccr into Quickbooks Online

The integration happens through cloud-based APIs, so there's no need to install any integration client or widget on your computer. Instead, you can easily connect your Ontraccr account to your Quickbooks Online account through your company settings.

Profile syncing overview

When it comes to profile syncing, Ontraccr can sync the following data sets with QBO:

Note that projects, customers, and vendors can't sync bidirectionally between Ontraccr and QBO.

Projects will need to be created in QBO first and then can sync into Ontraccr automatically once added in QBO. If you add a project in Ontraccr, it will not sync into QBO. 

Customers can be synced into QBO when syncing receivable invoices from Ontraccr into QBO. Whenever a receivable invoice in Ontraccr is tagged with a customer profile in Ontraccr and the invoice syncs into QBO:

  • If the customer profile already exists in QBO (exact name match) during the time of sync, then Ontraccr will sync the receivable invoice record to the existing customer profile in QBO.
  • If the customer profile does not exist in QBO (exact name match) during the time of sync, then Ontraccr will prompt QBO to create a new customer profile in QBO with this name and sync the receivable invoice record to the newly created customer profile in QBO. 

Vendors can be synced into QBO (referred to as 'Suppliers' in QBO) when syncing either payable invoices or purchase orders from Ontraccr into QBO. Whenever a payable invoice or purchase order in Ontraccr is tagged with a vendor profile in Ontraccr and the invoice/PO syncs into QBO:

  • If the supplier profile already exists in QBO (exact name match) during the time of sync, then Ontraccr will sync the payable invoice or purchase order record to the existing supplier profile in QBO.
  • If the supplier profile does not exist in QBO (exact name match) during the time of sync, then Ontraccr will prompt QBO to create a new customer profile in QBO with this name and sync the payable invoice or purchase order record to the newly created supplier profile in QBO. 

Time card and document syncing overview

Ontraccr can sync timesheets, invoices, purchase orders into QBO but not the other way around:

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