IPM LINK SYNCHRONISATION DETAILS

QUICKBOOKS ERP SYNC DETAILS

IPM/CRM Component
Sync Details
ERP Component

Accounts identified as Customers
Accounts identified as Vendors
Items with UOM and Price
Jobs
Tasks
Cost Types
Job Budget Detail
Resource Groups
Resources
Purchase Invoices
Subcontract Invoices
Timesheet Entries
Progress Billing Invoices

2 Way Sync
2 Way Sync
1 Way from QuickBooks to IPM
2 Way Sync
Not Required
Not Required
N/A
N/A
N/A
1 Way Sync to Quickbooks
1 Way Sync to Quickbooks
1 Way Sync to Quickbooks
1 Way Sync to Quickbooks

Customers
Vendors
Items
Jobs
IPM Task Codes equate to GL Accounts in Quickbooks
Cost Types are used for reporting only in IPM
N/A
N/A
N/A
AP Invoices
AP Invoices
Job Resource Journal
AR Invoices