QuickBooks Sync Resources
The resources tab allows you to compare Projector resources with QuickBooks vendors. If anything differs, you are given the option to leave things as is or to update one of the systems. In the screenshot below you can see that a resource has different email addresses in Projector vs. what is in QuickBooks. This is a great tool to bring your existing QuickBooks vendors into a new installation of Projector. Going forward, you can quickly add new resources you create in Projector to your QuickBooks installation. Projector also has its own vendors that can be synced with QuickBooks vendors.
If you receive a 3140 error about a vendor which cannot be matched, use this tool to identify mismatches between Projector and QuickBooks.
| Field | Description |
|---|---|
| Search String | Searches the vendor name of the resource in Projector and compares it to the vendor name in QuickBooks. These should have exact matches between the two systems. |
| Show only Projector resources that have pending AP transactions | AP transactions are automatically generated in Projector when you Approve to Pay an expense. See our AP Transactions help page to learn how to view pending AP. |
| Update in Projector / Update in 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 exact matches | This is useful for showing resources that are already entered into both systems |
| Show vendors that exist only in QuickBooks | As long as you have the Show only Projector resources that have pending AP transactions checkbox ticked, then this checkbox limits the results to resources that need to be added to Projector from QuickBooks. With that unticked, we show resources that need to be synced from Projector to QuickBooks too. The name is a little misleading. |