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Exceptions after Synchronize Completed
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Navigation: Basic Working Procedures > QuickBooks® Integration > Steps to Synchronize to QuickBooks > Exceptions after Synchronize Completed |
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Modify Exceptions after Synchronize regards situations that arise where you wish to make changes after the Synchronize process has taken place and the history for transactions now resides in two locations, FieldOne and also QuickBooks.
It makes sense that the transactions are in their final form before the Export occurs.
| • | Posting before Invoicing is an example of finalizing Work Order history before it is exported. |
| • | The Fully Billed Status on a Purchase Order marks the end of the Purchasing flow. |
Using the Accounting Integration screens you should carefully review that any transaction groups selected to Synchronize are correct when they reach their final stages.
Occasionally, however, you will still need to make changes in FieldOne to transactions that have already been exported. The point here is that the "other set" of history records over in QuickBooks also needs the same changes, in order to be accurate.
If you start to change a transaction that has already been exported, you will receive a warning. The purpose is to alert you to go over to QuickBooks and make manual changes there also to the same transaction.