Purpose
Our syncing tool enables you to manually push or pull data between TRUE and your QuickBooks file. This ensures your financial records remain up-to-date and consistent across both platforms.
QuickBooks Dashboard
Export
Export data from TRUE to QuickBooks. Includes the following modules:
| Customers | Individuals or businesses that purchase goods or services from the company. |
| Vendors | Suppliers or service providers that the company purchases from. |
| Jobs | Specific projects or tasks undertaken by the company. |
| Contracts | Formal agreements between the company and its clients or suppliers. |
| Products | Goods or services offered by the company. |
| Invoices | Bills sent to customers for goods or services provided. |
| Pay Requests | Requests for payment submitted for completed work or milestones. |
| Payments | Money received from customers for goods or services. |
| Credits Applied | Reductions in amount owed applied to customer accounts. |
| Bills | Invoices received from vendors for goods or services. |
| Bill Payments | Money paid to vendors for goods or services received. |
| Expenses | Costs incurred by the company in its operations. |
| Time Clock | Records of employee work hours. |
Update
Updates previously synced data to match TRUE.
| Customers | Updates existing customer information in QuickBooks. |
| Vendors | Updates existing vendor information in QuickBooks. |
| Jobs | Updates existing job information in QuickBooks. |
| Contracts | Updates existing contract information in QuickBooks. |
| Bills | Updates existing bill information in QuickBooks. |
| Bill Payments | Updates existing bill payment information in QuickBooks. |
| Invoices | Updates existing invoice information in QuickBooks. |
| Pay Requests | Updates existing pay request information in QuickBooks. |
| Payments | Updates existing payment information in QuickBooks. |
| Expenses | Updates existing expense information in QuickBooks |
Import
Imports data from QuickBooks to TRUE.
| Chart of Accounts | The organizational structure of the company's accounts. |
| Products | Goods or services offered by the company. |
| Sales Terms | Conditions under which sales are made. |
| Classes | Categories used to group transactions for reporting purposes. |
| Departments | Organizational units within the company. |
| Sales Tax: | Tax collected on sales transactions. |
| Customers | Individuals or businesses that purchase goods or services from the company. |
| Vendors | Suppliers or service providers that the company purchases from. |
| Jobs | Specific projects or tasks undertaken by the company. |
| Contracts | Formal agreements between the company and its clients or suppliers. |
| Payments | Money received from customers for goods or services. |
| Bill Payments | Money paid to vendors for goods or services received. |