Automatic sync to QBO and excluding facilities from Sync

Updated 11 months ago by NIr Malchy

This article covers:

  1. Save time by setting Flourish Software to sync to QuickBooks Online automatically!
  2. Exclude facilities from syncing with QuickBooks Online.

Auto-sync to QBO

Please follow the steps below:

  1. Go to Settings
  2. Select Integrations
  3. Click on QuickBooks
  4. Select the Settings page (see the picture below)
  5. For each Type of Accounting, set what is automated.
  6. Click

For example:

For Customers:

  • You can set to "Automatically create a customer in QBO when a destination is created in Flourish"
  • You can select "Automatically update a customer in QBO when the destination is updated in Flourish"

You can do the same for:

  • Invoices
  • Items
  • Payments
  • Purchase Orders
  • Vendors

Don't forget to click

Exclude facilities from QBO syncing

You can designate the facilities that you want to exclude from the sync to QuickBooks Online.

On the facilities you designated:

  • They will be excluded from the automatic sync actions you defined above.
  • You will not be able to sync manually inbound orders, outbound orders, and payments.
  • The and buttons will not appear in the interface.

Please follow the steps below to exclude the facilities exclude from the sync to QuickBooks Online:

  1. Locate the Facilities part on the bottom of the screen:
  2. Click on the box next to Exclude facilities from QBO syncing to populate the list of the facilities
  3. Select the facility you want to exclude for QuickBooks Online syncing.
  4. Repeat steps 2 and 3 until the facilities are selected.
  5. To clear the list click the on the right side of the box.
  6. Click .

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