Part 2 of 4: Determine which EBIS modules will push data to QBO and enable/disable record overwrite capabilities.
Part 1 of the QuickBooks Online documentation showed users how to enable and authorize the Integration. Part 2 will focus on the Config > QuickBooks Config > General tab within EBIS, determining which EBIS modules will push data to QBO.
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Step-by-step video walkthrough to connect EBIS to QuickBooks.
Note: For this article, jump to the 2:00 mark in the video below. .
This video will walk you through the process of:
- Requesting access to the QBO integration feature.
- Setting User Permissions to access the QBO integration.
- Authorizing the connection between EBIS and QBO.
- Setting high-level config options to send data from EBIS to QBO.
Determine which EBIS modules will send data to QuickBooks.
The steps below allow users to configure which EBIS modules will send data to QuickBooks.
Access Requirements: User must have Advanced Access User account to configure QBO settings in EBIS.
Step 1 (Optional): Configure Time Clock sync settings.
If you use the Time Clock feature in EBIS and plan to send Time Clock records into QBO's Time Activity module, the Time Clock Start Date is required. To enter a date:
- Go to Config > QuickBooks Config > General tab.
- In the Time Clock section, select a Time Clock Start Date and hit Save.
Note: If the date entered here is in the past, EBIS will send historical Time Clock data from the date listed here.
If the date entered here is a future date, EBIS will start sending the Time Clock data on the date listed.
If using “Class Tracking” in QBO, all appropriate transactions can send over a particular class name to QuickBooks by entering that name in the Time Clock Class Tracking Name field:
- Go to Config > QuickBooks Config > General tab.
- In the Time Clock section, enter the QBO Class Name in the Time Clock Class Tracking Name field and hit Save.
Step 2: Enable the EBIS modules that will push data to QuickBooks.
- Go to Config > QuickBooks Config > General tab.
The Enable section allows users to customize which EBIS modules will sync data into QBO. The following options are available to sync:
- Payment Sync Direction: This determines whether or not Payment records will push from EBIS to QBO.
- If you collect Payments in EBIS and want those records to push to QBO when syncing a Work Order, then select From EBIS to QuickBooks.
- If you don't collect Payments in EBIS, or you collect Payments in EBIS but do not want those records to push to QBO when syncing a Work Order, select (None).
- Time Clock: This determines whether or not Time Clock records will push from EBIS into QBO's Time Activity module.
- Work Order: This determines whether or not completed Work Order records will push from EBIS into QBO's Invoice module.
- Repair Order: This determines whether or not completed Repair Order records will push from EBIS into QBO's Invoice module.
- OTC: This determines whether or not completed Over The Counter (OTC) records will push from EBIS into QBO's Invoice module.
- Purchase Order: This determines whether or not completed Purchase Order records will push from EBIS into QBO's Bill module.
Step 3 (Optional): Disable overwrites of certain record types when syncing to QBO.
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. To prevent certain existing data from being overwritten:
- Go to Config > QuickBooks Config > General tab.
- In the Disable Overwrites section, select the record types you do not want to be overwritten (now in red) and hit Save.
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: Setting Up Work Order Config Profiles
In Part 3.1 - 3.3, we do a deep dive on setting up QBO Config Profiles within EBIS, which allow users to set parameters on the exact data and format that gets pushed to QBO for Work Orders, OTCs, and Purchase Orders. If you have technical questions on how specific fields work, this is likely where you'll find the answers.
(Jump To) Article 3.1: Setting Up Work Order Config Profiles
(Jump To) Article 3.2: Setting Up OTC Config Profiles
(Jump To) Article 3.3: Setting Up Purchase Order Config Profiles