...
- 'US' is automatically converted to 'USA'
- Some countries are not recognized by QuickBooks
- If an address is blank in Projector it will not overwrite an existing address in QuickBooks
- QuickBooks Online Edition cannot transfer extended characters (ç,é, etc) through their web services. You should use standard characters.
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| Field | Description |
|---|
| Search String | Searches the names of clients in Projector and customers in QuickBooks. These should have exact matches between the two systems. |
Show | Query only for Projector clients |
that have | with pending AR transactions | AR transactions are automatically generated in Projector when you invoice a client. See our AR Transactions help page to learn how to view pending AR. |
| Update Projector / Update QuickBooks | This is pretty self explanatory. The query window shows what is different between the two systems. When there is a difference, these two buttons are shown. Click the button to determine which system has the correct values. The information will be immediately copied to the other system. |
Show Show only Projector clients that have pending AR transactions checkbox ticked, then this checkbox limits the results to | Display exact matches | This is useful for showing clients that are already entered into both systems |
Show clients that exist only in QuickBooks | As long as you have the | Display QuickBooks customers who are not in Projector | This checkbox Query only for Projector clients with pending AR transactions affects how this checkbox works. This leads to the following scenarios. - This checkbox is unticked - we sho
- This checkbox is ticked AND Query only... is ticked - show clients that need to be added to Projector from QuickBooks
|
. With that unticked, we - This checkbox is ticked AND Query only... is UNticked - show clients that need to be added to Projector QuickBooks AND show clients that need to be synced from Projector to QuickBooks
|
too. The name is a little misleading.