V8 - Add/edit/delete data in SOS vs QuickBooks Online
Whether you add, edit, or delete data in SOS Inventory or QuickBooks Online depends on the kind of data with which you are working. Some data requires using SOS Inventory only, while others require QuickBooks Online. In many cases, either application may be used, so it is simply a matter of preference.
The chart below lists different kinds of data objects found in SOS Inventory and QuickBooks Online, along with the application(s) in which that data can be added, edited, or deleted.
| Data object |
QuickBooks Online only |
Either SOS or QuickBooks |
SOS only |
|---|---|---|---|
| Chart of accounts | check | ||
| Bills/Purchasing expenses (Purchasing expenses are paid with cash, check or credit card) |
check | ||
| Classes | check | ||
| Sub-classes | check add and edit |
check delete |
|
| Credit memos | check | ||
| Departments | check | ||
| Employees | check | ||
| Journal entries | check | ||
| Tax codes | check | ||
| Payment methods | check | ||
| Shipping methods | check | ||
| Terms | check | ||
| Vendor definitions | check | ||
| Customer definitions | check | ||
| Item definitions | check | ||
| Purchase orders | check | ||
| Estimates | check | ||
| Invoices | check | ||
| Sales receipts | check |
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