To set up default account values and import required settings see step 3.


CONTENTS


Where is the Chart of Accounts and Classes in the QuickBooks?

First, you need to check if they are enabled in the settings


Where are the Customers and Projects in the QuickBooks?

First, you need to check if they are enabled in the settings


What if you edit, make inactive, or delete some option?

You need to update your Account references, Classes, Customers, and Projects to have all of QuickBooks' new options.


In Precoro, you are able to import new or update the already integrated Chart of Accounts:

  • The Update button will only update integrated Accounts. So if you have some changes in, for example, Accounts names in QuickBooks, you should press the Update button to make these changes display in Precoro.
  • The Import button imports deleted and new Accounts. So if you added a new Account in QuickBooks, you should press the Import button to display it in Precoro. 

Note: deleted Accounts will be added to Precoro after importing. You can delete them manually.


Where you can disable Charts, Classes, Customers, Projects in Precoro:

Disabled Charts, Classes, Customers, Projects can be found using the filter. Note- you can disable Chart of Accounts only if you don't use them in the integration settings.




How to delete integrated options:
You can delete integrated options that are not needed for your procurement process. Just click the 'delete' button near the option on the Edit Custom Field page.