#Qb sdk transactions upgrade
#Qb sdk transactions full

This is an important step before you transfer time entries to QuickBooks for payroll processing (please check the QuickBooks Employee screen > Payroll Info section for reference if you need help with the payroll item assignment). Make sure you assign the appropriate payroll items to every active employee in Sync Settings. In case you are using QuickBooks built-in Payroll, have your staff use COREвЂ™s robust time tracking function.You should use your branded invoices in CORE and send them to QuickBooks Desktop so that they feed seamlessly into QuickBooks accounting.After transferring your historical data from QuickBooks to CORE, it is recommended to use CORE for front-office functions like time and expense tracking, project management and billing, and use QuickBooks Desktop for back-office accounting functions like printing checks, bank reconciliation, financial reporting, payroll processing, etc.Time and expenses that are not project-related are not transferred to CORE. CORE gets transactions only for projects that have been synced between the two programs.

Sync your master lists (such as Chart of Accounts, Terms, Classes, Employees, Vendors, Customers, Jobs/Projects, Items, etc.) before you transfer time and expenses, invoices, and payments from QuickBooks Desktop to CORE or vice versa.

Y ou can disable this rul e later if you prefer your employees to follow a submit-approve workflow. This ensures that all your historical time and expense s are transferred as approved, which is important because CORE allows you to bill only approved entries. You can do this in the P rojects or Employees screen.

Make sure to enable the Auto Approve Time/Expenses rules in CORE prior to getting your time and expenses from QuickBooks.

If you skip this step, all time entries default to a dollar bill rate and cost rate ($1). Do note that this step is important because QuickBooks Desktop does not have bill rates and cost rates for time entries.

#Qb sdk transactions full

This ensures that you are taking full a dvantage of features like job costing, earned value analysis, and other project management features that are either missing or limited in QuickBooks Desktop. Before getting time entries from QuickBooks Desktop, set up bill and cost rates for your synced employees in CORE.It is better to transfer transactions for active projects only when getting historical data from QuickBooks Desktop.If you are an existing QuickBooks Desktop user and a new CORE user, it is recommended that you delete the default Chart of Accounts and terms in CORE, and instead transfer these lists from QuickBooks.Even though you can enter your data in either application, we have some recommendations for integrating your QuickBooks Desktop and CORE data. One of the biggest benefit s of the CORE -QuickBooks Desktop integration is giving you the choice to either use QuickBooks Desktop or CORE for data entry and have integration do the rest so that there is no need t o enter data twice. Best Practices for CORE-QuickBooks Desktop Integration

#Qb sdk transactions upgrade

It is recommended that you upgrade to the latest QuickBooks 2022 version (64-bit) for better performance. The o lder versions of QuickBooks Desktop are 32-bit and are thus slow, making your daily tasks, such as running reports, much slower over time. Note: The CORE-QuickBooks Desktop integration utility supports QuickBooks 2022 (64-bit version). Our integration utility allows syncing the data bidirectionally, which means you can send data to as well as get data from QuickBooks Desktop. You must be a CORE user with appropriate security permissions to perform data synchronization between the two programs. Click here to watch this video on integrating CORE with QuickBooks Desktop.Д¬ORE-QuickBooks Desktop integration supports all editions of QuickBooks Desktop 2002 or above. You can use CORE for its superior time tracking, robust project management, and billing functions within CORE without the need for double entry. Although CORE is a full-featured business management and accounting platform, integration between CORE and Q uickBooks Desktop enables you to continue using QuickBooks for the day-to-day accounting tasks. Data integration between CORE and QuickBooks DesktopВ® (by Intuit) can make your time billing, accounting, and financial management tasks easier.