TABLE OF CONTENTS


Where are Classes and Charts of Accounts in the QuickBooks?

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


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

Where are the Customers and Projects in the QuickBooks?

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

Where are the Customers and Projects in the QuickBooks?


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.


On the Quickbooks integration page, scroll to step 3 - Import lists and settings. Here you will find a few buttons for each type of list. Click the needed button to open the list of the options available for the import.


You can select only those options which are needed for your effective work in Precoro. After selecting all the needed options, click Import.



You can find all imported options in the Items Custom Fields.


What if you edit, make inactive, or delete an option in Quickbooks?

You need to update your integrated Accounts, Classes, Customers, and Projects to have them up-to-date just like in QuickBooks.


In Precoro, t
he Update button will only update integrated options. 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.



How to deactivate Chart of Accounts, Classes, Customers, Projects in Precoro?

You can deactivate the integrated fields by switching the enabled button to OFF.
Note: you can 
deactivate Chart of Accounts only if you don't use them in the integration settings.


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


Inactive Chart of Accounts, Classes, Customers, Projects can be found using the filter.


You ccan find disabled options using the filter


How to delete integrated options?


You can delete integrated options that are not needed for your procurement process. Just click the cross near the option on the Edit Custom Field page. Once ready, hit on Update.


How to delete integrated options: