V8 - QuickBooks Online setup/sync settings
These settings affect the way SOS Inventory and QuickBooks Online interact with each other and more. If you are not currently connected to QuickBooks Online, you will see only two buttons: one button to Connect to QuickBooks, and one that selects the stand-alone function Never connect.
The following are the options you will see once a successful connection has been made:
Disconnect. Select Remove connection to QuickBooks Online to disconnect from QuickBooks Online. If you disconnect, you will not be able to synchronize until you reconnect.
Automatic sync. You can choose Hourly, Daily, Weekly, or Never. When enabled, SOS Inventory will automatically sync with QuickBooks Online according to the schedule you specify. Choose Never if you want to do all synchronizations manually.
Directional sync. Change this setting to control the information flow when synchronizing. You can let it default to bidirectional or for unique cases, limit it to only one direction, or not send at all.
Post COGS to QuickBooks. Uncheck this box if you do not want SOS to post cost of goods sold to QuickBooks. This option is enabled by default, and we recommend that you leave it enabled. However, in certain situations you might wish to have manual control over COGS postings—for example, if you are getting duplicate postings due to QuickBooks Online inventory tracking. Check with your accountant or SOS Support if you are unsure.
Class tracking. Check this box to turn on class tracking. Classes enable you to group transactions for reporting purposes. If you select classes on transactions, the classes will sync with QuickBooks.
Department tracking. Check this box to turn on department tracking. Departments enable you to group transactions for reporting purposes. If you select departments on transactions, the departments will sync with QuickBooks. Departments can also make it easier for auto-ship invoices and auto-ship sales receipts if the departments match the locations defined in SOS.