V9 - Syncing between SOS Inventory and QuickBooks Online

 

The data synced between SOS Inventory and QuickBooks depends on whether it occurs during the initial sync from QuickBooks Online to SOS Inventory or during automatic and manual syncs. For automatic and manual syncs, the data synced also depends on whether the sync is bi-directional or one-way (from SOS to QuickBooks).

 

Data synced from QuickBooks to SOS during an initial sync

An initial sync brings data from QuickBooks to SOS Inventory and is part of the setup process for new SOS accounts. The following data are sent to SOS during an initial sync:

 

  • Bills
  • Chart of accounts
  • Classes
  • Credit memos
  • Customers
  • Departments
  • Employees (if payroll is on
    in QuickBooks Online)
  • Estimates
  • Invoices
  • Journal entries
  • Payments
  • Payment methods
  • Products & services (Items)
  • Purchases
  • Purchase orders
  • Sales receipts
  • Shipping methods
  • Terms
  • Tax Code Center (if established)
  • Vendors

 

A data type in bold indicates that only the most recent 1000 records of that data type are synced from QuickBooks to SOS during an initial sync.

 

Data synced during automatic and manual syncs

Bi-directional data sync between SOS Inventory and QuickBooks Online

In a bi-directional sync, SOS Inventory's Sync queue (Sync > Sync queue) is pushed to QuickBooks Online. Then the QuickBooks Online data is pulled from the QuickBooks sync queue into SOS Inventory.

 

The following data is synced during an automatic, bi-directional sync, as well as via Sync now (Sync > Sync now), which initiates a manual sync.

 

  • Classes
  • Customers
  • Departments
  • Estimates
  • Invoices
  • Items
  • Payments
  • Payment methods
  • Purchase orders
  • Sales receipts
  • Shipping methods
  • Terms
  • Vendors

 

One-way data syncs

For information on what data syncs in a one-way sync, see Transaction data exchange.

 

Additional Help Center resources

QuickBooks Online integration and connection overview