Why should I sync my QuickBooks Desktop with Resolve?
Syncing QuickBooks Desktop with Resolve saves you time by eliminating the need to add invoices and customers manually. It also provides Resolve with as much information as possible to help you and your customers get the most out of net terms automation.
How do I sync my QuickBooks Desktop with Resolve?
You can access our Integrations page in two ways. You can go to the sync menu at the top right of your merchant dashboard and click “Go to Integrations Settings”.
Alternatively, you can go to the Settings page and click the Integrations tab.
From there, you can click the “Connect to QuickBooks” button on the “QuickBooks Desktop” tile. You will then be redirected to a new tab where you can finish connecting to your QuickBooks Desktop. After you are redirected, click the green “Connect” button in the bottom right to initiate the sync.
You will then install an offline connector, which will prompt you to enter a license key. This license key is provided on the same page that you downloaded the offline connector from.
You will be required to provide access to the QBD database via Connector, select the option "access to QuickBooks data even when QuickBooks isn't running", then click Continue.
Click on "Yes", to give this app access to your data even when QuickBooks isn't running.
Click on "Done"
After entering the key and finishing the installation, you must verify your data in QuickBooks Desktop before linking with Resolve.
You will then be redirected back to your web browser to confirm the completion of your sync.
What data gets synced when I use the QuickBooks Desktop sync?
Resolve acquires the following data from your QuickBooks:
- Chart of accounts
We sync this data in order to provide you with the best workflow automation experience.
NOTE: Changes you make to your data in Resolve will not be reflected in your QuickBooks Desktop.
I synced my QuickBooks Desktop and now some of my customers are duplicated in Resolve. What should I do?
Please reach out to us at email@example.com and ask us to help you with your duplicated customers issue.
What happens if I change something in Resolve while the sync is running?
If you make changes in Resolve while the sync is running, your changes may be overwritten. We recommend waiting until the sync completes before making changes in Resolve.
What happens to my customers that are organized as sub-customers in QuickBooks Desktop?
Your sub-customers are pulled into Resolve and will be immediately archived. Invoices associated with that sub-customer in QuickBooks will be associated with their parent customer in Resolve.
How often are records synced?
You can start a record sync at any time by clicking "Initiate Sync" in the sync menu. If you would like to enable a daily automatic sync, please reach out to us at firstname.lastname@example.org.
Can I change synced records in Resolve?
Yes, you can change a synced record in Resolve, however, this record might be overwritten on the next sync. We recommend changing synced records in QuickBooks. Note that once you finance an invoice, future syncs don't apply changes to that invoice.
What happens to my inactive customers in QuickBooks?
Inactive customers are synced into archived Resolve customer records. If you mark an inactive customer as active in QuickBooks, the archived customer will not be automatically unarchived. You will need to unarchive the customer in Resolve yourself. If you mark an active customer as inactive in QuickBooks, it will be archived in Resolve the next time the sync runs.