One-Click Import For QuickBooks Online

QuickBooks Online has a new Import All action that pulls your chart of accounts, vendors, customers, items, and payment terms into Endless in one step, so setting up the integration no longer means running each import from a separate menu. Payment terms come in as part of the initial import and no longer appear as a standalone action afterwards. Sending invoices, sales receipts, or product data to QuickBooks before Import All has run returns a clear message that the integration has not been initialized, instead of sending records with missing references and leaving unmatched entries on the QuickBooks side.

Items match to your existing products through whichever product field your item defaults say each accounting field comes from. Tenants whose QuickBooks items are named from the product SKU and coded from the UPC — where the previous match compared against the SKU and then the name and could link almost nothing — now link on the actual mapping. The same rules run in both directions, so a product looked up from the item and an item looked up from the product resolve to the same pair. When two products carry the same mapped value the item is left unlinked rather than attributed to one of them at random. An unlinked product tries to match on demand the next time an operator asks for it, and mass import does the same on the integration-level mapping.