Compare Import and Synchronize

(Not required for initial Import. But provides useful background.)

To Compare Import and Synchronize we use a table (shown below).

Steps to Import from QuickBooks is designed to be done only once, as your initial set-up.

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However, if need be, you are allowed to repeat the Import. The next Import from QuickBooks will update the records newly created in FieldOne, including the Customer balances. However, if you have already started to work in FieldOne, creating Customer Invoices or Customer Payments, you should avoid a repeat if possible. If you decide to re-run this once-only process, you will see a warning message. For questions, please send an email to: support@fieldone.com.

Steps to Synchronize to QuickBooks cannot run if you have not performed Steps to Import from QuickBooks.

•	Once that is done, the Export is part of your normal work routine. The Synchronize process is where you bring QuickBooks up to date with new transactions created in FieldOne.

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To do this, whenever needed, you will run the Accounting Integration, which allows you to select groups of transactions to Synchronize with QuickBooks history. You do not have to post every Transaction Type or every transaction at the same time. The selection screens allow you to choose individual transactions of each type.

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As the Accounting Integration Export runs, if it finds no matching record in QuickBooks, it will create a new entry there for the transferred history. (It could be helpful to understand the logic involved here, to avoid some unusual situations and to learn about using QB Name fields. See Understand QuickBooks Naming Exceptions regarding Names and new and existing records in QuickBooks.)

The outline below allows you to compare the two processes:

•	Import - Initial set-up that brings everything needed from QuickBooks over into FieldOne

Purpose

Create entries in FieldOne to match everything in QuickBooks

Frequency

Perform only once (although it can be repeated)

When

Select your choice:

►	When you install FieldOne and perform Set Up Your Company

►	Or, later when you are ready

What

See newly created FieldOne entries in Items Imported from QuickBooks

How

See Steps to Import from QuickBooks

•	Synchronize - Routine transfer of transactions from FieldOne to update QuickBooks history with new activity

Purpose	Make timely updates allowing further business activity in QuickBooks
Frequency	Perform repeatedly, according to business schedule
When	Select business period: Daily, Weekly, etc. (also, whenever needed)
What	See list of items transferred from FieldOne in Synchronize to QuickBooks
How	See Steps to Synchronize to QuickBooks

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