Create new items in BuildOps. New items export to QuickBooks.

Create new customers and properties in BuildOps. New customers and properties export to QuickBooks.

Create new vendors in BuildOps. New vendors export to QuickBooks.

Make GL account assignment changes to items in BuildOps so those updates can sync to QuickBooks.

Create AP bill payments in QuickBooks.

Create new GL accounts, classes, sales tax codes, and other accounting-side values in QuickBooks first when applicable, then import or sync them into BuildOps.

Make customer or property name changes in BuildOps, then sync those changes to QuickBooks.

Create new items in BuildOps with both a GL Income account and a GL Expense account assigned.

Set your BuildOps invoice numbering sequence appropriately during implementation to avoid overlapping invoice numbers between systems.

Be aware of QuickBooks character limits when creating transactions and vendor, customer, or property records in BuildOps.

Create duplicate names across customers, vendors, or employees.

Create and apply AR payments directly in QuickBooks. AR payments should originate in BuildOps and export to QuickBooks.

Create an AR invoice payment for a different customer than the one listed on the invoice.

Delete or remove customers or properties from QuickBooks if they are still active in BuildOps.

Move properties from one customer record to another in QuickBooks.

Change the customer or property on an existing job in BuildOps.

Make revisions to invoices while they are in a syncing status. Wait until the invoice is in Sync status before making changes.

Keep the QuickBooks company file open throughout the day so the Sync Manager can communicate between both systems.

Be aware of open records in QuickBooks when exporting customer, vendor, or related transaction data from BuildOps. Open records can cause the sync to fail until they are closed.

Close the BuildOps Sync Manager.

Add job information to the customer record through QuickBooks’ Job Info tab.