TABLE OF CONTENTS
- How to Import Chart of Accounts, Classes, Customers, and Projects from QuickBooks
- How to Deactivate Chart of Accounts, Classes, Customers, and Projects in Precoro
- How to Delete the Integrated Options
Enable the Necessary Settings in QuickBooks
- Classes and Charts of Accounts
- Customers and Projects
How to Import Chart of Accounts, Classes, Customers, and Projects from QuickBooks
These lists can be imported to Precoro as Items Custom Fields and, consequently, added to each item line in the documents.
1. On the QuickBooks integration page, scroll to Step 3: Import lists and settings. Here you will find a few buttons for each type. Click the needed button to open the list of the options available for the import.
2. Choose the necessary options by marking them.
3. Click the Import button below.
All the imported options are added to the Items Custom Fields.
Updating Integrated Options with Precoro
If you have made the changes in QuickBooks, update the integrated lists to have them up-to-date.
In Precoro, the Update button will only renew the integrated options.
How to Deactivate Chart of Accounts, Classes, Customers, and Projects in Precoro
You can deactivate all the integrated fields by switching the enabled button to OFF.
You can deactivate the Chart of Accounts only if you do not use them in the Integration Settings.
The inactive Chart of Accounts, Classes, Customers, and Projects can be found using the filter.
How to Delete the Integrated Options
You can delete the integrated options which are not needed in your procurement process.
On the Edit Items Custom Fields page, click the cross sign near the necessary option. Press the Update button below once done.
