Enter Records in DPS or QuickBooks Online or Both

When you use QuickBooks integration with DPS, you enter certain records in either or both DPS and QuickBooks Online.

Customers in QuickBooks Online and Their Equivalent Client-Type Firms in DPS

When you enter a customer in QuickBooks Online, it is added to DPS as a client-type firm. When you add a client-type firm in DPS, it is added as a customer in QuickBooks Online. Regardless of which place you enter it, you enter it once, and the record is automatically added to the other product.

Contractors

When you enter a contractor in QuickBooks Online, it is added to DPS as a vendor-type firm. In order for contractors to enter timesheets and expense reports in DPS for project costing and billing invoices, and to pay contractors for DPS expense reports in QuickBooks Online, you must enter a corresponding employee record in DPS for a contractor. These employee records are not added to QuickBooks Online.