![]() Rather, we take the first initial of the first name and the first initial of the last name to create the Sales Rep Initials. Sales Reps InvoiceASAP does not have a separate field for Sales Rep Initials. New Tax Rates from InvoiceASAP to QuickBooks, if we cannot find a matching tax rate or tax group. Updated customers from InvoiceASAP to QuickBooks (based on Sync Preferences, discussed below). Updated items from QuickBooks to InvoiceASAP (always). Updated customers from QuickBooks to InvoiceASAP (always). QuickBooks is the "book of record" for items. Items updated in InvoiceASAP are NEVER updated in your QuickBooks. New items created in InvoiceASAP if the item is attached to an estimate or invoice. New customers created in InvoiceASAP if the customer is attached to an estimate or invoice. Payments to invoice from Quickbooks into InvoiceASAP (based on Sync Preferences, discussed below). ![]() Payments to invoices from InvoiceASAP into QuickBooks (based on Sync Preferences, discussed below). Updated estimates & invoices from InvoiceASAP into QuickBooks (based on Sync Preferences, discussed below). If a new item is created in InvoiceASAP AND it's assigned to an estimate or invoices, you will see a pop-up to allow you to define the item type and GL account info, then it is created in QBD.Ĭlick here for instructions on how to turn on/off Auto-Sync Subsequent Syncs Once you create estimates & invoices in InvoiceASAP, the sync transfers this data: - New estimates & invoices from InvoiceASAP into QuickBooks.If a new customer is created in InvoiceASAP AND it's assigned to an estimate or invoices, it will be created in QuickBooks.The sync from InvoiceASAP to QuickBooks sends the following information: Historical estimates from QuickBooks into InvoiceASAP.These items are not pulled with the two-way sync: The two-way initial sync pulls the following from QuickBooks into InvoiceASAP: Initial One-Way or Two-way Sync The one-way initial sync pulls the following from QuickBooks into InvoiceASAP: The purpose of this article is to describe very simply how InvoiceASAP syncs to QuickBooks Desktop. ![]()
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