Permissions
Always remember to ensure the correct people have the appropriate permissions to access your company and project data. This can be done per individual or by applying Permission Templates.
In order to Sync vendors, users will need Manage permissions for Settings
Purpose of Syncing Vendors
The main goal of syncing vendors from SiteMax to QuickBooks Online is to make the Purchase Order process simpler. When your company engages in transactions with vendors, whether purchasing materials or services, accurate recording of associated expenses is important. Syncing vendors ensures that the financial records in QuickBooks Online accurately capture vendor-related information. This, in turn, facilitates precise expense tracking and ensures the accurate payment of vendors.
How to Sync Vendors?
Access Your Company Dashboard: Begin by logging into your SiteMax account and navigating to the Settings module.
Navigate to Integrations: From the Settings menu, click on the "Integrations" tab.
Select QuickBooks: Within the Integrations tab, locate and click on the "QuickBooks" tab.
Initiate Vendor Sync: Look for the "Sync Vendors" button within the Employees tab section. Clicking on this button will take you to a Sync page displaying a table with "SiteMax" and "QB" columns.
In the Sync page, check for matching names between SiteMax and QuickBooks. Click on "Sync" in the "Actions" menu to synchronize matching names.
If a name exists in SiteMax but not in QuickBooks, it will display as "Not Synched," and if the name is in QuickBooks but not in SiteMax, it will create a vendor.
Syncing Purchase Orders in QuickBooks Online
Once vendors are synced, the next step is to transfer or sync purchase orders from SiteMax to QuickBooks Online.
Access Project Dashboard: From your company dashboard, select the project you're working on and navigate to the Purchase Orders module.
Select Purchase Orders: Choose the specific purchase orders you want to sync with QuickBooks Online by selecting the checkbox beside the PO#.
Configure Accounts: In the Purchase Order table, find the "QB" column. Click on it to ensure the appropriate accounts (A/P and account) are selected.
Initiate Sync: After selecting the desired POs and configuring the accounts, look for the "Push to QB" button. Clicking this button will transfer the selected POs to QuickBooks Online.
Confirmation: Once the POs have been successfully pushed to QuickBooks, the QB column for those POs should turn green, serving as confirmation that the data has been transferred.