Advice and answers from the mHelpDesk Team

mHelpdesk supports a 2-way sync with QuickBooks, saving you time and reducing double data entry. When you receive data from QuickBooks into mHelpDesk we call this an import. When you send data from mHelpDesk to QuickBooks we call this an export.

What data is imported from QuickBooks Online to mHelpDesk?

mHelpDesk will receive the below items from QuickBooks, which can found under the Items menu in QuickBooks.

  1. Customers
  2. Products & services list
  3. Sales tax 
  4. Sales terms 
  5. Customer types

What data is exported from mHelpDesk to QuickBooks?

mHelpDesk will send the below items from mHelpDesk to QuickBooks.

Transactions:

  1. Invoices
  2. Payments

List items:

  1. Customers
  2. Products and services
  3. Sales tax
  4. Sales terms
  5. Customer types

NOTE: List items and new customers are only exported to QuickBooks Online if they are part of a financial transaction.

How does the sync process work?

No tool to download! The sync will happen right through your mHelpDesk account!

Do you import my past QuickBooks invoices into mHelpDesk?

No. We do not import past financial data into mHelpDesk. You should continue using QuickBooks to look up your historical financial transactions. 

Will QuickBooks Online syncing work on my iOS device?

Yes, QuickBooks Online does work on iOS (Apple) devices and you can sync your mHelpDesk with your QuickBooks Online account right through your account!

How does QuickBooks know which account a new item belongs to?

When you export a new item created in mHelpDesk to QuickBooks, our tool will prompt you to select the chart of accounts that the item belongs to. This is identical to setting up a new item in QuickBooks, only that it is done through our sync tool.


Still have questions about the mHelpDesk and QuickBooks Online sync? Just contact our Customer Happiness team through the blue chat bubble.

Did this answer your question?