Omni Virtual Terminal : Setup of the QuickBooks Online Pro Sync

There are 2 options when setting up the QuickBooks Online Pro Sync:

 

  1. Sync 1 Omni account to your QuickBooks Online account
  2. Sync 2 or more accounts from Omni, to 1 account in QuickBooks Online

 

To get started with syncing 1 Omni account to your QuickBooks Online account:

  1. Navigate to Omni
  2. Select Apps
  3. Select Quickbooks Online Sync
  4. Select Open
  5. Select Enable Sync Pro
  6. Select Confirm
  7. If you have not logged in already, you will be prompted to log in to QuickBooks Online
  8. Select Connect

All customers, invoices, payments, and catalog items will now sync between Omni and QuickBooks Online. When the sync is being performed, you do not need to stay on the page, you can navigate to any other page in your browser if needed and the sync will continue until finished.

 

 

 

To sync 2 or more accounts in Omni to 1 account in QuickBooks Online: 

  1. Navigate to Omni 
  2. Select Apps
  3. Select QuickBooks Online Sync
  4. Select Open
  5. Select Enable Sync Pro
  6. Choose the option for Selective 1-way *you must choose this option when syncing multiple accounts
  7. Select Confirm
  8. Log in to your QuickBooks Online account
  9. Complete integration (you will be brought back to Omni)
  10. Select the next account from the dropdown in the top right corner
  11. Follow steps 2-9 again

*The first time the sync is initiated, all unpaid invoices in QuickBooks Online will be sent to Omni. After that, transactions will only be sent from Omni to your QuickBooks Online account. 

 

You are all set!

 

If you have any further questions or need additional assistance, you can call our Support Team at 1.855.550.3288 or email support@fattmerchant.com