EngineerOffice-QuickBooks Smart Match

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If you have been using EngineerOffice and QuickBooks independently and have a set of clients, projects (jobs), employees, invoices and payments in both databases you can integrate this data using the EngineerOffice-QuickBooks Smart Match tool. You only need run it once, after which data can be synchronized automatically in real time.

 

The EngineerOffice-QuickBooks Smart Match tool attempts to find matching data-both active and inactive -and links them automatically. If it fails to find a match, you will be able to match it manually. If you want to skip auto-match for certain tables, you have the option to select only the desired ones. The name of the EngineerOffice and QuickBooks databases being matched displays at the bottom of the screen.

 

Matched Tab

You can view matched or linked EngineerOffice and QuickBooks data in this grid. EngineerOffice data is displayed on the left column and QuickBooks data on the right. The data fields displayed in the grid depend upon the option selected in Data drop-down list on the toolbar. For example, if you select Clients in the Data field, you can view the client data already matched between the two applications. The grid will display the EngineerOffice Clients and the corresponding matched QuickBooks Customers. You have the option of selecting the matched records and then unlinking them.

 

Search:

Use this field to search for a particular record in the grids. You can search for a record using full or partial ID, name or any other field. Matching records display in the grid based on what you type in the search box. The items displayed get narrowed down as you keep on typing. For example, you might want to search for a record whose ID starts with letter A. As you type letter A, all IDs beginning with letter A are displayed in the grid. As you keep on typing more letters it displays more relevant results.

 

Unmatched Tab

You can view the unmatched or unlinked EngineerOffice and QuickBooks data in this grid. EngineerOffice data is displayed on the left column and QuickBooks data on the right. The data fields displayed in the grid depend upon the option selected in Data drop-down list on the toolbar. For example, if you select Clients in the Data field, you can view the client data that can be matched between the two applications. The grid will display the EngineerOffice Clients and the QuickBooks Customers. You have the option of selecting the desired records and then linking them.

 

Use the search boxes on this tab to search for a particular record in the grid. You can search for a record using full or partial ID, name or any other field. Matching records display in the grid based on what you type in the search text box. The items displayed get narrowed down as you keep on typing. For example, you might want to search for a record whose ID starts with letter A. As you type letter A, all IDs beginning with letter A are displayed in the grid. As you keep on typing more letters it displays more relevant results.

 

Active Only:

Select this check box on either the Matched or Unmatched tab to view employee, project and job code records with an Active status.

 

Smart Match Button Panel

Help:

Opens EngineerOffice Help in the EngineerOffice-QuickBooks Smart Match section.

 

Auto Fit:

Click to automatically adjust all columns to fit in the grid window. Regardless of the settings, you can adjust column width manually. This option is on by default.

 

UnLink:

Select the records in the Matched grid and then click this button to unlink the matched records between EngineerOffice and QuickBooks. This button is only activated on the Matched tab.

 

Link:

Select the records in the Unmatched grid and then click this button to link the unmatched records between EngineerOffice and QuickBooks. This button is only activated on the Unmatched tab.

 

Data:

Select the EngineerOffice module name from this drop-down list containing the data to be matched or unmatched. For example, if you select Clients in the Data field, you can view the client data that can be matched between the two applications. The grid will display the EngineerOffice Clients and the QuickBooks Customers.

 

Refresh:

Click to view the latest data from EngineerOffice and QuickBooks.

 

Close:

Closes the screen.

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