Steps
- Open the wizard. On the QuickBooks dashboard, or the Desktop Connection tab, click Open the setup wizard.
- Choose your starting point. Pick QuickBooks has my data to import from QuickBooks, QuickBooks is new / empty if SeroPOS is the source, or Both have data to match and review.
- Set the cutover date. Enter the Cutover date. Sales and purchases dated before it never sync. It's usually the first day of your financial year.
- Let it match. With Both have data, SeroPOS matches records and shows Matching finished. Review the results below, then approve.
- Review matched records. Records under Matched will be linked, with no data changed on either side. Click Unmatch on any that are wrong.
- Decide on QuickBooks-only records. Under Only in QuickBooks, choose Create in SeroPOS or Ignore for each, or set a bulk choice for anything left undecided.
- Approve. Approve the review. When you see Setup complete, ongoing sync is active.
Which mode to choose
QuickBooks has my data is typical when you're adopting SeroPOS alongside an established company file: SeroPOS imports what QuickBooks has, including stock where you track it. QuickBooks is new / empty suits a new company file, and you then send customers and products from SeroPOS. Both have data suits partial overlaps and reconnections.
Good to know
Choose the cutover date carefully: moving it earlier later on can send old sales your accountant has already entered. QuickBooks is part of the Pro plan. The QuickBooks item shows in the back office sidebar when your subscription includes it and you're an admin or hold the QuickBooks permission.
Frequently asked questions
Why is my QuickBooks sync paused?
Sync waits until the first-time setup wizard is complete, so nothing is sent before you've decided how existing data matches. Open the setup wizard from the dashboard and finish it.
How does SeroPOS match items and customers?
Items match by SKU first, then by name. Customers match by name, then by a unique email. You review every match and can unmatch any before approving.
What is the cutover date?
The date sync starts from. Sales and purchases dated before it are never sent to QuickBooks, which stops you double-entering periods your accountant has already recorded.