Part 2 of 4: General Configuration Options for QBO within EBIS 5
EBIS 5 Access Requirements: User must have Advanced Access account to configure QBO settings in EBIS 5
Part 1 of the QuickBooks Online documentation showed users how to Enable and Authorize the Integration. Part 2 will focus on working through the options found on the General Tab of the QuickBooks Configuration section of EBIS 5.
Account Defaults
Enter or select the default accounts from the drop-down to be used when a new account type is created in QBO by EBIS for the following:
- Income Account Type
- Income Account Subtype
- Expense Account Type
- Expense Account Subtype
The blue Chart of Accounts button (shown in the screenshot above) can be used to drill-down and link QBO accounts to all available EBIS items at once (as shown in the screenshot below).
Time Clock
The settings found under the Time Clock section are specifically related to technician time logging for payroll purposes.
- Time Clock Class Tracking Name: If using “Class Tracking” in QBO, all appropriate transactions can send over a particular class name to QuickBooks by entering that name here.
- Time Clock Start Date: If using the Time Clock feature in EBIS 5, and you would like to have the time cards sent to QuickBooks, the date that you want to start sending the Technician Time Clock data must be entered.
- If the date entered here is in the past, EBIS 5 will send historical Time Clock data from the date listed here.
- If the date entered here is a future date, EBIS 5 will start sending the Time Clock data on the date listed.
Enable
The Enable section of the General QuickBooks Config allows for customizing which EBIS modules sync data to QBO. The following options are available to sync:
- Payment Sync Direction: if tracking all payment info directly in QBO, choose (None) in the drop-down. If tracking payments made by customers in EBIS 5 AND you want that payment information sent to QBO, select From EBIS to QuickBooks
- Time Clock
- Work Order
- Repair Order
- OTC
- Purchase Order
Disable Overwrites
The Disable Overwrites section allows users to choose if certain records from EBIS will overwrite existing data in QBO. This option applies to updates only, not new records.
Example: Once the initial EBIS Vendor record is matched or created in QBO, if updates are made to that Vendor’s info directly in EBIS with a new address, enabling the Do not overwrite existing QB records toggle for Vendors will stop the Vendor record from being updated. With this setting enabled/toggled on, the Vendor record would need to be updated directly in QBO with the new address, as this setting has restricted EBIS from overwriting that data.
Next up: Create Config Profiles
Part 3 of the QBO integration documentation will cover how to create Config Profiles for Work Orders, OTC Invoices, and Purchase Orders in EBIS 5.