instructions for transmitting data from Projector QuickBooks |
This form is used for transmitting data between Projector and Quickbooks. Three different types of data can be sent - accounting data, clients, and vendors. Accounting data is sent one way from Projector to QuickBooks, with Projector acting as an accounting sub-ledger. Clients and vendors can be cross-synced. This page shows you how to start a sync and push data for each of these types. |
This form is reached by going to the Integration tab | QuickBooks subsection | Accounting Synchronization and clicking the Synchronize Accounting button.
Before you can proceed you need the following:
Follow these steps to open the synchronization wizard.
Once you start a sync, there are three tabs. They sync Clients, Resources, and Accounting Transactions respectively. Visit these help pages to learn more.