mHelpdesk supports a two-way sync with QuickBooks. 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 Desktop 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. Estimates
  3. Payments

List items:

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

Important note: List items are only exported to QuickBooks Desktop if they are part of a Transaction.

Do you import my past QuickBook Estimates and Invoices into Mhelpdesk?

No. We do not import past financial data into mHelpDesk. mHelpDesk is not a replacement for QuickBooks. It designed to integrate with QuickBooks. You should continue using QuickBooks to look up historical transactions. Moving forward, mHelpDesk will continue syncing your transactions to QuickBooks for your accounting.

How does the actual sync process work?

We have a very easy-to-use syncing tool. With just a few clicks you can import and export your data to-and-from QuickBooks. There are two separate tools. One to import data, and one two export data. You can find these tools under your Settings menu in mHelpDesk. 

Will QuickBooks Desktop syncing work on my Mac?

Unfortunately, Intuit has not provided a means to sync with their Mac products. If you are on a Mac we recommend using QuickBooks Online in conjunction with our QuickBooks Online integration tool.

How does QuickBooks know what 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.



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