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KLP4424
March 9, 2023
Question

3rd Party Integrations and Work Flow

  • March 9, 2023
  • 1 reply
  • 0 views

Hi, we use a project management software that syncs deposits and payments to QBO through a series of sales receipts and credit memos and also directs processing fees to their correct account.  What I'm struggling with is the work flow / series of steps to take once these records sync and how to check that they are in the correct place.  The project management software team didn't have someone who could help with the QBO portion of it, so I'm hoping maybe the QuickBooks team (or someone else out there that uses SingleOps for project management) can help me understand it.  Thanks!

1 reply

M
MirriamM
March 9, 2023

Thanks for posting in the Community forum, @KLP4424.

 

When it comes to using third-party apps, QuickBooks Online (QBO) doesn't control how the transactions are imported. We only receive and record the data on the system.

 

To ensure that transactions will be synced and correctly mapped to QBO, I'd recommend contacting SingleOps Customer Care Support. They can review the connection setup and help you get back on track.

 

Let me share some resources with you for future reference in managing and navigating your QuickBooks account.

 

 

If you have additional questions about QuickBooks, let me know. I'll get back to you. Have a great day.

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