QuickSync Bundle
Save time with your business using QuickBooks and QuickSync Bundle. Instead of typing information from a paper document into QuickBooks and then storing it in a filing cabinet, you can capture that document into GlobalSearch and push data to and from QuickBooks with a click of a button. QuickSync Bundle comes with all of the products needed for an integrated solution to synchronize your business information between GlobalSearch and QuickBooks.
The Bundle includes:
QuickSync – Use QuickSync to get data out of QuickBooks and available to GlobalSearch via assembly bound lists.
GlobalSearch Tabular Data Control – Connect GlobalSearch and QuickBooks Transactions with line items, using the Tabular Data Control module.
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Lists for QuickBooks Transactions
Suggested List Name | List Values | Required or Recommended | Notes |
|---|---|---|---|
QB Accounts | Recommend List is assembly bound | Required by QuickBooks | Used by the Account Name Field |
QB Billable | Values: Yes, No | Not required | Used for bill or vendor credit items and expenses |
QB Class | Recommend List is assembly bound | Not required | Used for item classification |
QB Customer Messages | Recommend List is assembly bound | Required by QuickBooks | Used for message sent from QuickBooks with the invoice |
QB Customer:Jobs | Recommend List is assembly bound | Required by QuickBooks | Used for the customer name |
QB Invoice Items | Recommend List is assembly bound | Required by QuickBooks | Used for the item name |
QB PO Items | Recommend List is assembly bound | Required by QuickBooks | Used for the purchase order item name |
QB QuickBooks Transactions | Values: Bill, Credit Memo, Invoice, Purchase Order, Sales Order, Sales Receipt, Vendor Credit | Required by GlobalSearch | Used for the transaction type |
QB SO Items | Recommend List is assembly bound | Required by QuickBooks | Used for the sales order item name |
QB Terms | Recommend List is assembly bound | Not required for Bills, required for Invoices | Used to define how and when vendors should be paid |
QB Vendors | Recommend List is assembly bound | Required by QuickBooks | Used for the vendor name |
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Fields for QuickBooks Transactions
Field Name | Data Type | Required or Recommended | Assigned List | Notes |
|---|---|---|---|---|
Account | character | Required by QuickBooks | QB Account | Used for the account name |
Amount | decimal | Required by QuickBooks | Used for the expense line item amount | |
Billable | character | Optional | QB Billable | Used for bill or vendor credit items and expenses |
Class | character | Recommended | QB Class | Used for item classification |
Customer Message | character | Required by QuickBooks | QB Customer Message | Used for message sent from QuickBooks with the invoice |
Customer:Job | character | Required by QuickBooks | QB Customer:Job | Used for the customer name, must include the colon |
Description | character | Recommended | Used to describe the item | |
Due Date | date | Recommended | Used for date the invoice is due to be paid | |
Document Type | character | Recommended | Used for the type of document | |
Expense Memo | character | Recommended | Used for notes | |
Invoice Date | date | Recommended | Used for the date the invoice was created | |
Invoice Item | character | Required by QuickBooks | QB Invoice Item | Used for the item name |
Memo | character | Recommended | Used for notes | |
PO Item | character | QB PO Item | Used for the purchase order item name | |
PO Number | character | Recommended | Used for the purchase order number | |
Quantity | decimal | Required by QuickBooks | Used for the quantity of items | |
Quickbooks Transaction | character | Required by QuickBooks | QB Quickbooks Transaction | Used for the transaction type |
Rate | decimal | Required by QuickBooks | Used for the payment rate | |
Reference Number | character | Recommended | Used for the invoice number | |
SO Item | character | QB SO Item | Used for the sales order item name | |
Terms | character | Recommended | QB Terms | Used to define how & when vendors should be paid |
Total | decimal | Required by QuickBooks | Used for the total amount of items | |
Transaction ID | character | Recommended | Set to Read Only; field gets backfilled by GlobalSearch | |
Vendor | character | Required by QuickBooks | QB Vendor | Used for the vendor name |
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Table Fields for QuickBooks
Table Field Name | Chosen Fields | For Use With QuickBooks Transaction |
|---|---|---|
Expenses | Account, Amount, Expense Memo, Customer:Job, Class, Billable | Bills or Vendor Credits with Expenses |
Items | Invoice Item, Description, Rate, Quantity, Total, Customer:Job, Class, Billable | Bills or Vendor Credits with Items |
Items and Expenses | Invoice Item, Description, Rate, Quantity, Total, Account, Amount, Expense Memo, Customer:Job, Class, Billable | Bills or Vendor Credits with both Items and Expenses |
LineItems | Invoice Item, Description, Rate, Quantity, Total | Invoices and Sales Receipts |
POLineItems | PO Item, Description, Rate, Quantity, Total | Purchase Orders |
SOLineItems | SO Item, Description, Rate, Quantity, Total | Sales Orders |
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Tip: You can optionally create the Archive for “Bills” first, with no table fields. Creating an Archive for Bills without Line Items first and then creating subarchives for Bills with Expenses and for Bills with Items will save having to select the Bills Fields more than once. |
Archive for Bills without Line Items
Create an Archive and assign the following Fields to it:
Vendor
Reference Number
Due Date
Terms
Memo
Transaction ID
Document Type
Quickbooks Transaction
Archive for Bills with Expenses
Create an Archive for Bills with Expenses with the following Fields (if created as a Sub-Archive of “Bills without Line Items”, these Fields will be inherited by default):
Vendor
Reference Number
Due Date
Terms
Memo
Transaction ID
Document Type
Quickbooks Transaction
Assign the Table Field called “Expenses”.
Archive for Bills with Items
Create an Archive for Bills with Items with the following Fields (if created as a Sub-Archive of “Bills without Line Items”, these Fields will be inherited by default):
Vendor
Reference Number
Due Date
Terms
Memo
Transaction ID
Document Type
Quickbooks Transaction
Assign the Table Field called “Items”.
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Tip: Synchronize Multiple Users. To avoid any conflicting data updates, care should be taken to avoid synchronizations which occur at the same time, such as multiple QuickBooks users or a short time interval between scheduled updates. QuickSync will synchronize data only from whichever QuickBooks Company file is currently opened. Adjust Timed Intervals. Running QuickSync timer set for very short intervals (like once a minute) may not be recommend. Consider increasing the interval by several minutes or simply use the manual data push only when needed. |
Synchronize Data Manually
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