QuickBooks Desktop FAQ

What data is synced with QuickBooks?


Mhelpdesk supports a 2-way sync. We call this an Import and an Export.
When you Import, this is sending QuickBooks data to Mhelpdesk. When you Export you are sending Mhelpdesk data to QuickBooks.

What data is Imported from QuickBooks to Mhelpdesk?


Before doing an export, it is required that you run your import first. The data that we will import from QuickBooks into Mhelpdesk are:
  1. Customer List 
  2. Product List
  3. Sales Tax List
  4. Sales Terms List
  5. Customer Type List

What data is Exported from Mhelpdesk to QuickBooks?


The Items below created in Mhelpdesk will be exported to QuickBooks.
  1. New Customers 
  2. New Products
  3. New Sales Tax
  4. New Sales Terms 
  5. New Customer Type 
  6. New Invoices
  7. New Estimates
  8. New Payments
Note:  items 1-5 are ONLY exported to QuickBooks if they are part of an Invoice or Estimate. So if you don't see the item in QuickBooks, it means you did not add them to an Invoice that is to be exported.

Do you import my past QuickBook Invoices into Mhelpdesk?


No. We do not import any financial data into Mhelpdesk.

How does the QuickBooks Import work?


You will download our WebConnector and install it on your computer. Then run it. You can find this under Settings | Import From QuickBooks.

How does the Mhelpdesk to QuickBooks work?

You will also download our Mhelpdesk-To-QuickBooks tool and install it on your computer. Then select the transactions you want to send and click "Send Now". You can access this under Transactions | Send To QuickBooks.

Will this work on a Mac?


No. You will have to use our QuickBooks Online integration if you are on a Mac.

For a Full Video on HOW TO Sync, click here.


When I create a new part for inventory in either QuickBooks or Mhelpdesk, does it sync across, or do I need to create the same new item in both places at the same time?


No you do not need to create the same item in both places. We recommend adding it in Mhelpdesk, then when that item is used on an Invoice it will be added to QuickBooks for you. You will be prompted to select a "chart of accounts" for the new item.

Quickbooks

  1. QuickBooks Desktop FAQ
  2. Run Quickbooks Online Export
  3. My invoice's QB status says "Not Sent", so why is there a "Last Sent to QB" date?
  4. If I add a new customer in mHelpDesk, will it show in QuickBooks?
  5. What happens during the Quickbooks Export when an invoice has a customer I haven't added in Quickbooks yet?
  6. How do I reset a flag on an invoice I already sent to Quickbooks?
  7. Will the Quickbooks Import bring in my Customers and Sub Contacts?
  8. I'm moving from Quickbooks Desktop to Quickbooks Online.
  9. How do I export my invoices and estimates from Mhelpdesk to Quickbooks?
  10. How do I import my Quickbooks customers and items into Mhelpdesk?
  11. How do I change my Invoice #'s so they don't overwrite what I have in QB?
  12. QuickBooks Error
  13. I want to reset an invoice's quickbooks flag to "not sent"
  14. QB "ERROR: String Too Long"
  15. I have 2 Quickbooks accounts. Can I use both with an Mhelpdesk account?
  16. What Syncs with QB and MHD?
  17. How do I export my transactions to Quickbooks Online?
  18. Error Message
  19. I'm trying to sign into the quickbooks online portal, but I receive the message "Please purchase quickbooks online"
  20. No Disk in Drive D: error when importing to QB.
  21. When running the Quickbooks Import, what does error QWC1053 mean?
  22. When running the Quickbooks Import, what does error QWC1039 mean?
  23. I'm receiving the Quickbooks Error - Customer:Job: XYZ is duplicated in the QuickBooks file
  24. There was an error modifying a Customers list, element "80000540-1280780174". Quickbooks error messages. Cannot merge list elements.
  25. Payment with ID ###### cannot be sent to QuickBooks because its invoice can no longer be found in QB. It may have been deleted. Please try to resync the invoice.
  26. Does the mHelpDesk to Quickbooks integration work with Right Networks or Ace Cloud Hosting?
  27. Does mHelpDesk integrate with Quickbooks for Mac?
  28. Does mHelpDesk integrate with Quickbooks Point of Sale?
  29. I am trying to run the Quickbooks Online Export, and am receiving this error message: Location has already been subscribed to by another user.

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