Data Updated Between DPS and QuickBooks Online

When you use QuickBooks integration, certain records and transactions are shared between DPS and QuickBooks Online.

After you set up the QuickBooks integration with DPS and complete the initialization to copy records from QuickBooks Online into DPS for the first time, new data is updated (synchronized) between QuickBooks Online and DPS in the following ways:

• Automatically, based on the time interval that you entered in the Interval (In Minutes) field in the Scheduling Settings section on the Integration Setup tab in the QuickBooks integration utility.
• Manually, at any time when you click the Process Changes Now button in the Scheduling Settings section on the Integration Setup tab in the QuickBooks integration utility.

Data Entered in QuickBooks Online that Is Shared with DPS

The following records and transactions entered in QuickBooks Online are added and updated in DPS:

• Employees
• Contractors
• Customers (clients)
• Vendors
• Contacts for vendors and customers
• General ledger accounts
• Tax rates (if you include taxes on billing invoices, accounts payable vouchers, or both)
• Vendor bill payments for expense reports
• Billing invoice payments
• Vendor bill payments (for accounts payable vouchers)

Data Entered in DPS that Is Shared with QuickBooks Online

The following records and transactions entered in DPS are added to QuickBooks Online:

• Employees
• Client-type firms (added to QuickBooks Online as customers)
• Timesheets
• Expense reports
• Billing invoices
• Billing transfers
• Accounts payable vouchers
• Journal entries
• Revenue generation
• Consultant accruals
• Units