QuickBooks Link Account Options - Revision history

Dina at 12:03, 9 July 2020

2020-07-09T12:03:03Z

Dina at 13:24, 8 July 2020

2020-07-08T13:24:56Z

Dina at 09:37, 24 May 2020

2020-05-24T09:37:12Z

← Older revision		Revision as of 09:37, 24 May 2020
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	The first menu is displayed when a selected Account is not linked to the parallel Customer/Vendor in QuickBooks.		The first menu is displayed when a selected Account is not linked to the parallel Customer/Vendor in QuickBooks.

	[[File:~~commit_quickbooks_options_in_accounts_window1~~.~~gif~~\|center]]		[[File:quickbooks_options_in_accounts_window1.png\|center]]

	The second menu is displayed when a selected Account is already linked to the parallel Customer/Vendor record in QuickBooks.		The second menu is displayed when a selected Account is already linked to the parallel Customer/Vendor record in QuickBooks.

	[[File:~~commit_quickbooks_options_in_accounts_window2~~.~~gif~~\|center]]		[[File:quickbooks_options_in_accounts_window2.png\|center]]

	All the options are accessible from the Accounts window, so it is not necessary to open the QuickBooks Company while those actions are being performed (although if QuickBooks is open you may notice performance improvements).		All the options are accessible from the Accounts window, so it is not necessary to open the QuickBooks Company while those actions are being performed (although if QuickBooks is open you may notice performance improvements).
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	To link between an existing Account record in CommitCRM and an existing Customer/Job/Vendor in QuickBooks, go to the Accounts window and select Link Account To QuickBooks Customer/Job/Vendor Record on the QuickBooks drop down toolbar menu.		To link between an existing Account record in CommitCRM and an existing Customer/Job/Vendor in QuickBooks, go to the Accounts window and select Link Account To QuickBooks Customer/Job/Vendor Record on the QuickBooks drop down toolbar menu.

	[[File:~~commit_link account_to_quickbooks_record~~.~~gif~~\|center]]		[[File:link_account_to_quickbooks_record.png\|center]]

	The QuickBooks Customer/Job Selection dialog box will appear:		The QuickBooks Customer/Job Selection dialog box will appear:

	[[File:~~commit_quickbooks_customer_selection_window1~~.~~gif~~\|center]]		[[File:quickbooks_customer_selection_window1.png\|center]]

	Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.		Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.
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	To create a new Customer/Vendor in QuickBooks based on an existing CommitCRM Account, select the relevant record in the Accounts window in CommitCRM and then select Create New Record in QuickBooks Based on CommitCRM Account in the QuickBooks menu.		To create a new Customer/Vendor in QuickBooks based on an existing CommitCRM Account, select the relevant record in the Accounts window in CommitCRM and then select Create New Record in QuickBooks Based on CommitCRM Account in the QuickBooks menu.

	[[File:~~commit_new_record_in_quickbooks_based_on_account~~.~~gif~~\|center]]		[[File:new_record_in_quickbooks_based_on_account.png\|center]]

	The Account record will now be transferred to QuickBooks as a Customer/Vendor. You can open QuickBooks and view the newly created record.		The Account record will now be transferred to QuickBooks as a Customer/Vendor. You can open QuickBooks and view the newly created record.

	[[File:~~commit_new_customer_in_quickbooks~~.gif\|center]]		[[File:new_customer_in_quickbooks.gif\|center]]


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	To update a linked Customer/Job/Vendor in QuickBooks with CommitCRM Account data, select the relevant Account in the Accounts window in CommitCRM and then select Update Linked QuickBooks Record with CommitCRM Account Data on the QuickBooks drop down toolbar menu.		To update a linked Customer/Job/Vendor in QuickBooks with CommitCRM Account data, select the relevant Account in the Accounts window in CommitCRM and then select Update Linked QuickBooks Record with CommitCRM Account Data on the QuickBooks drop down toolbar menu.

	[[File:~~commit_update_quickbooks_record_with_accounts_data~~.~~gif~~\|center]]		[[File:update_quickbooks_record_with_accounts_data.png\|center]]

	The relevant Customer/Job/Vendor will be automatically updated in QuickBooks. You can open QuickBooks and view the updated information.		The relevant Customer/Job/Vendor will be automatically updated in QuickBooks. You can open QuickBooks and view the updated information.

	[[File:~~commit_updated_customer_in_quickbooks~~.gif\|center]]		[[File:updated_customer_in_quickbooks.gif\|center]]

	The two images above, show that a 'Fax' number that was added in to the record in CommitCRM and how it has been updated in the parallel record in QuickBooks after activating this option.		The two images above, show that a 'Fax' number that was added in to the record in CommitCRM and how it has been updated in the parallel record in QuickBooks after activating this option.
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	In the following example, the E-mail field was updated in QuickBooks:		In the following example, the E-mail field was updated in QuickBooks:

	[[File:~~commit_updated_customer_in_quickbooks2~~.gif\|center]]		[[File:updated_customer_in_quickbooks2.gif\|center]]

	To update the linked CommitCRM Account with the changed data from the parallel record in QuickBooks, select the relevant Account in CommitCRM and then select Update Account Data from the Linked QuickBooks Record on the QuickBooks drop down toolbar menu.		To update the linked CommitCRM Account with the changed data from the parallel record in QuickBooks, select the relevant Account in CommitCRM and then select Update Account Data from the Linked QuickBooks Record on the QuickBooks drop down toolbar menu.

	[[File:~~commit_update_account_with_quickbooks_data~~.~~gif~~\|center]]		[[File:update_account_with_quickbooks_data.png\|center]]

	The selected record in CommitCRM will be updated with the changes made in QuickBooks.		The selected record in CommitCRM will be updated with the changes made in QuickBooks.

	[[File:~~commit_updated_account~~.~~gif~~\|center]]		[[File:updated_account.png\|center]]

	In the example above, you can see that the E-mail field in CommitCRM has been updated with the new information from the linked QuickBooks record.		In the example above, you can see that the E-mail field in CommitCRM has been updated with the new information from the linked QuickBooks record.
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	To remove the link between the records, select the relevant Account in CommitCRM and then select Remove Link Between the Account and QuickBooks Record on the QuickBooks drop down toolbar menu.		To remove the link between the records, select the relevant Account in CommitCRM and then select Remove Link Between the Account and QuickBooks Record on the QuickBooks drop down toolbar menu.

	[[File:~~commit_remove_link_between_accounts~~.~~gif~~\|center]]		[[File:remove_link_between_accounts.png\|center]]


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	To create a new Account in CommitCRM based on a Customer/Job/Vendor in QuickBooks, select New Account in CommitCRM Based on QuickBooks from the Accounts window in CommitCRM.		To create a new Account in CommitCRM based on a Customer/Job/Vendor in QuickBooks, select New Account in CommitCRM Based on QuickBooks from the Accounts window in CommitCRM.

	[[File:~~commit_new_account_based_on_quickbooks_record~~.~~gif~~\|center]]		[[File:new_account_based_on_quickbooks_record.png\|center]]

	The QuickBooks Selection dialog box will appear.		The QuickBooks Selection dialog box will appear.

	[[File:~~commit_quickbooks_customer_selection_window2~~.~~gif~~\|center]]		[[File:quickbooks_customer_selection_window2.png\|center]]

	Search for the Customer/Job/Vendor in QuickBooks that you want to use to create the new Account in CommitCRM.		Search for the Customer/Job/Vendor in QuickBooks that you want to use to create the new Account in CommitCRM.
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	Enter the name of the Customer/Job/Vendor in the Name field in QuickBooks, and click Find. Any related QuickBooks Customers/Jobs/Vendor will be displayed. Select the relevant record and click OK.		Enter the name of the Customer/Job/Vendor in the Name field in QuickBooks, and click Find. Any related QuickBooks Customers/Jobs/Vendor will be displayed. Select the relevant record and click OK.

	[[File:~~commit_new_account~~.~~gif~~\|center]]		[[File:new_account.png\|center]]

	Done! The new Account will now be created in CommitCRM.		Done! The new Account will now be created in CommitCRM.
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	To sync/import all the records, go to Accounts window > QuickBooks drop down toolbar menu and select the option 'Import New Records / Update Linked Records from QuickBooks...'		To sync/import all the records, go to Accounts window > QuickBooks drop down toolbar menu and select the option 'Import New Records / Update Linked Records from QuickBooks...'

	[[File:~~commit_importing_accounts_from_qb~~.gif\|center]]		[[File:importing_accounts_from_qb.gif\|center]]

Dina: /* Link Account To QuickBooks Customer/Job/Vendor Record */

2015-12-14T12:35:52Z

Link Account To QuickBooks Customer/Job/Vendor Record

← Older revision		Revision as of 12:35, 14 December 2015
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	This option enables you to link between an existing record in CommitCRM and an existing record in QuickBooks.		This option enables you to link between an existing record in CommitCRM and an existing record in QuickBooks.

	This option is very useful when the same customer already ~~exist~~ in CommitCRM and also ~~exist~~ in QuickBooks. It tells the system that both these records are actually the same contact and there should be a link between them when synchronizing data. Also, when generating QuickBooks invoices from CommitCRM the link tells CommitCRM to which customer to link the invoice to.		This option is very useful when the same customer already exists in CommitCRM and also exisst in QuickBooks. It tells the system that both these records are actually the same contact and there should be a link between them when synchronizing data. Also, when generating QuickBooks invoices from CommitCRM the link tells CommitCRM to which customer to link the invoice to.

	To link between an existing Account record in CommitCRM and an existing Customer/Job/Vendor in QuickBooks, go to the Accounts window and select Link Account To QuickBooks Customer/Job/Vendor Record on the QuickBooks drop down toolbar menu.		To link between an existing Account record in CommitCRM and an existing Customer/Job/Vendor in QuickBooks, go to the Accounts window and select Link Account To QuickBooks Customer/Job/Vendor Record on the QuickBooks drop down toolbar menu.
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	Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.		Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.


	==Create New Record in QuickBooks Based on CommitCRM Account==		==Create New Record in QuickBooks Based on CommitCRM Account==

Robert at 13:47, 29 August 2013

2013-08-29T13:47:50Z

← Older revision		Revision as of 13:47, 29 August 2013
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	__TOC__		__TOC__

	==Actions in ~~Commit~~-QuickBooks Link==		==Actions in CommitCRM-QuickBooks Link==
	Aside from importing your Customers into CommitCRM, the [[QuickBooks Link\|~~Commit~~-QuickBooks Link]] includes many other useful functions.		Aside from importing your Customers into CommitCRM, the [[QuickBooks Link\|CommitCRM-QuickBooks Link]] includes many other useful functions.

	You can view all of the synchronization options that are available between Account records in CommitCRM and Customers/Vendors in QuickBooks in the Accounts window under the QuickBooks drop down toolbar menu.		You can view all of the synchronization options that are available between Account records in CommitCRM and Customers/Vendors in QuickBooks in the Accounts window under the QuickBooks drop down toolbar menu.
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	==See Also==		==See Also==
	*[[QuickBooks Link\|~~Commit~~-QuickBooks Link]]		*[[QuickBooks Link\|CommitCRM-QuickBooks Link]]
	*[[Accounts]]		*[[Accounts]]

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]

Yarden at 14:37, 12 August 2009

2009-08-12T14:37:16Z

← Older revision		Revision as of 14:37, 12 August 2009
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			{{usermanualsquickbookslink}}

	Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In CommitCRM, each of these types of contacts is called an [[Accounts\|Account]]. You can manage your Account contact data and all other related data in the Accounts window.		Your company has ongoing interactions with customers, vendors, business partners, friends, leads, and so on. In CommitCRM, each of these types of contacts is called an [[Accounts\|Account]]. You can manage your Account contact data and all other related data in the Accounts window.

Yarden at 08:26, 11 August 2009

2009-08-11T08:26:02Z

← Older revision		Revision as of 08:26, 11 August 2009
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	To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.		To view all information related to an Account, open the Accounts window, locate the required Account, and browse through its data by clicking on the information tabs.

	Accounts can be easily imported from [[~~Commit-~~QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.		Accounts can be easily imported from [[QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.


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	==Actions in Commit-QuickBooks Link==		==Actions in Commit-QuickBooks Link==
	Aside from importing your Customers into CommitCRM, the [[Commit-QuickBooks Link]] includes many other useful functions.		Aside from importing your Customers into CommitCRM, the [[QuickBooks Link\|Commit-QuickBooks Link]] includes many other useful functions.

	You can view all of the synchronization options that are available between Account records in CommitCRM and Customers/Vendors in QuickBooks in the Accounts window under the QuickBooks drop down toolbar menu.		You can view all of the synchronization options that are available between Account records in CommitCRM and Customers/Vendors in QuickBooks in the Accounts window under the QuickBooks drop down toolbar menu.
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	==See Also==		==See Also==
	*[[Commit-QuickBooks Link]]		*[[QuickBooks Link\|Commit-QuickBooks Link]]
	*[[Accounts]]		*[[Accounts]]

	[[Category:User Manuals]]		[[Category:User Manuals]]
	[[Category:QuickBooks]]		[[Category:QuickBooks]]

Yarden at 14:08, 10 August 2009

2009-08-10T14:08:54Z

← Older revision		Revision as of 14:08, 10 August 2009
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	Accounts can be easily imported from [[Commit-QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.		Accounts can be easily imported from [[Commit-QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.


			__TOC__

	==Actions in Commit-QuickBooks Link==		==Actions in Commit-QuickBooks Link==

Yarden at 14:08, 10 August 2009

2009-08-10T14:08:28Z

← Older revision		Revision as of 14:08, 10 August 2009
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	Accounts can be easily imported from [[Commit-QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.		Accounts can be easily imported from [[Commit-QuickBooks Link\|QuickBooks]], and changes can be synchronized between both systems.


	==Actions in Commit-QuickBooks Link==		==Actions in Commit-QuickBooks Link==
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	All the options are accessible from the Accounts window, so it is not necessary to open the QuickBooks Company while those actions are being performed (although if QuickBooks is open you may notice performance improvements).		All the options are accessible from the Accounts window, so it is not necessary to open the QuickBooks Company while those actions are being performed (although if QuickBooks is open you may notice performance improvements).


	==Create Invoice==		==Create Invoice==
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	[[QuickBooks Link Invoice Creation Options\|Click Here for a detailed step–by-step guide on how to manage invoices.]]		[[QuickBooks Link Invoice Creation Options\|Click Here for a detailed step–by-step guide on how to manage invoices.]]


	==Link Account To QuickBooks Customer/Job/Vendor Record==		==Link Account To QuickBooks Customer/Job/Vendor Record==
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	Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.		Type the name of the QuickBooks Customer/Job/Vendor in the Name field in QuickBooks, and click Find. The relevant records in QuickBooks will be displayed. Select the record that matches the record in CommitCRM and click OK.


	==Create New Record in QuickBooks Based on CommitCRM Account==		==Create New Record in QuickBooks Based on CommitCRM Account==
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	[[File:commit_new_customer_in_quickbooks.gif\|center]]		[[File:commit_new_customer_in_quickbooks.gif\|center]]


	==Update Linked QuickBooks Record with CommitCRM Account Data==		==Update Linked QuickBooks Record with CommitCRM Account Data==
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	<u>Note:</u> If the linked Customer/Job/Vendor in QuickBooks was also updated since the last synchronization took place, you will receive a system warning.		<u>Note:</u> If the linked Customer/Job/Vendor in QuickBooks was also updated since the last synchronization took place, you will receive a system warning.


	==Update Account Data from the Linked QuickBooks Record==		==Update Account Data from the Linked QuickBooks Record==
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	<u>Note:</u> If the linked Account in CommitCRM was also updated since the last synchronization took place, you will receive a system warning.		<u>Note:</u> If the linked Account in CommitCRM was also updated since the last synchronization took place, you will receive a system warning.


	==Remove Link Between the Account and QuickBooks Record==		==Remove Link Between the Account and QuickBooks Record==
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	[[File:commit_remove_link_between_accounts.gif\|center]]		[[File:commit_remove_link_between_accounts.gif\|center]]


	==New Account in CommitCRM Based on a QuickBooks Record==		==New Account in CommitCRM Based on a QuickBooks Record==
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	Done! The new Account will now be created in CommitCRM.		Done! The new Account will now be created in CommitCRM.


	==Import New Records / Update Linked Records from QuickBooks==		==Import New Records / Update Linked Records from QuickBooks==
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	[[File:commit_importing_accounts_from_qb.gif\|center]]		[[File:commit_importing_accounts_from_qb.gif\|center]]


	==See Also==		==See Also==

Yarden: /* Create Invoice */

2009-08-10T07:38:08Z

Create Invoice

← Older revision		Revision as of 07:38, 10 August 2009
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	This option enables you to create a QuickBooks invoice from CommitCRM for the selected Account, based on billable charges entered in CommitCRM that haven't been billed yet. You can also include not-billable charge in the invoice, without it affecting the invoice total amount.		This option enables you to create a QuickBooks invoice from CommitCRM for the selected Account, based on billable charges entered in CommitCRM that haven't been billed yet. You can also include not-billable charge in the invoice, without it affecting the invoice total amount.

	[[Click Here for a detailed step–by-step guide on how to manage invoices.]]		[[QuickBooks Link Invoice Creation Options\|Click Here for a detailed step–by-step guide on how to manage invoices.]]

	==Link Account To QuickBooks Customer/Job/Vendor Record==		==Link Account To QuickBooks Customer/Job/Vendor Record==