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 Projects with QuickBooks, users will need Manage permissions for Settings
Purpose of Syncing Projects
We sync projects between SiteMax and QuickBooks Online (QBO) to properly record time entries. When you send time from SiteMax to QBO and want to assign it to a specific project, it's important to sync the project first. This ensures that the time is accurately allocated to the intended project.
How to Sync Projects?
From your company dashboard, navigate to "Settings."
In Settings, click on the "Integrations" tab.
Within the "Integrations" tab, select the "QuickBooks" tab.
In the Employees section, find and click the "Sync Projects" button.
5. A "Sync" page will appear, displaying a table with "SiteMax" and "QB" columns.
6. To sync, use the "Actions" menu and click "Sync." If names are available in both SiteMax and QuickBooks, they will match.
IMPORTANT
To make sure your project in SiteMax and QuickBooks Online (QBO) sync up correctly, follow these simple instructions. First, find the precise project name in QBO.
Next, copy and paste this exact name into the "Other Settings - External ID" field located in the "Project Settings - Info" tab of the corresponding project in SiteMax that you want to sync with QBO.
