Sychronization is building relationships between your LodgeiT client and QBO client (we always recommend to add client first using LodgeiT).
Ensure that you already connect your LodgeiT firm to QBOA prior to synchronization. Learn more
This will update the QBO client with LodgeiT client details when agent changes the client's details from LodgeiT Settings.
ie Details like phones, emails, client address, name will be moved from LodgeiT to QBO any time intermediary changes it.
Bear in mind that this is a one way sync only (i.e. LodgeiT -->QBO).
THIS ARTICLE CONSIST:
This video includes:
- How to connect LodgeiT to QBO
- Synchronising client details (changes from LodgeiT sync to QBO)
- Manual connection/mapping of client from QB and LodgeiT.
- How to merge client in QBO
- Showing how QBO invoice works - Configuring client-sync is important for invoice purposes, ie client invoices have the same details as are in LodgeiT.
- Linking QBO details to LodgeiT details
Is where you can map/unlick existing LodgeiT and QBO clients.
Note: If the relationships is active (checkbox ticked) it will take clients details from LodgeiT and it is automatically updated via QBO client details.
The process includes 2 ways on how to sync:
A.1 Through client "Settings"
A.2 Through Firm's "Settings"
B. Through Gear wheel, "Client Sync"
A.1 From LodgeiT Client "Settings"
Navigate to "client" settings
A.2 From Firm's "Setting's" via Gear wheel
Navigate to "Firm" settings
Settings > Import
Make sure for intermediary itself that the specified checkbox is set to true/ticked (please see image below). Otherwise, if the checkbox is false, sycrhronization will not be running for this intermediary.
B. From Synchronization page via Gear wheel > Client Sync
If the box is ticked, mapping will be active.
'Create new client' - will collect client name and details from QBO to create the client in LodgeiT.
Note: If client is already in LodgeiT, you just have to type a keyword or first 3 letters and it will show in 'search bar".
If you changed client names in LodgeiT and want to 'trigger syncrhonization' of clients with errors then you need to use the action link, please see below:
Synchronization runs in background job service, usually it takes few minutes. In order to refresh and get current status it's necessary to reload the page.
To disabled synchronization, navigate to client "Settings" and untick this box-
Sync import error and resolution:
Error/Validation: "Disabled for synchronization" - means that particular mapping is not required, i.e. you don't want to sync "Garcia Pty Ltd" from QBO with any of your LodgeiT clients.
Error/Validation: Tick/Check - means that client are already mapped/sycned from QBO to LodgeiT
Error/Validation: "According to accounting system policy client name must be unique"
Solution: Check QBO and resolve the the 2 duplicate name. ie merged them or make the other one as "inactive" through QBO client list.
Error/Validation: "Client is already mapped"
Solution: Check QBO client list, on how it was typed.
ie on the above example, QBO has 2 different client with almost the same name ("Business name" or "Display name as"). The difference is how the "&" and "and". This needs to map accordingly. We also advise to do merging via QBO.
Once the sync has been processed, LodgeiT for "G and G Solutions Pty Ltd" will show as this. It means that "G and G Solutions Pty Ltd" is the correct client.