Vendor Sync

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QUICKBOOKS VENDOR SYNCHRONIZATION





Answer NO, to confirm this is the correct company so you can get into the Set Up screen



You can set parameters in the SetUp screen.  If your QB Vendors have Vendor Types and you want to bring over only those QB Vendors with a specific Vendor Type, you can type that in the Import – Include Vendor Types.

The synchronization will list only QuickBooks Vendors with that Vendor Type set up in their additional information screen.



If the “Vendor is inactive box” is checked off, the synchronization will not list this QB Vendor. Therefore you won't be bringing Inactive Vendors over to SMSTurbo.


SMSTurbo WILL NOT Update Existing QB Vendors for security reasons.  So only the information in QB Vendor can update SMSTurbo.  Any Synchronizing requires careful analysis and review of the data is critical.

The data in QuickBooks should be current and up to date.  So when you synchronize to SMSTurbo, you will be updating SMSTurbo with accurate QB data.


The Replace Options on the set up screen lists specific data items you may want to replace in SMSTurbo.  If you updated the Vendors’ address lines or phone numbers in your QB database and you only wanted

to update that information in SMSTurbo, you would check off the items in replace options.



The Export SMSTurbo Vendor with status section, if you DON’T want to export INACTIVE SMSTurbo Vendors into QuickBooks, you should check off all the other statuses and NOT INACTIVE.



If you have specific Vendor Types in QuickBooks and you want the SMSTurbo Vendors exported into QuickBooks to have the Vendor Type automatically set, you can enter that Type in the Export

section of the SetUp screen.



Once the SetUp screen is complete, Click the save button and return to the Maintain Vendor screen. Click the Synchronize button to start the process.



Confirm this is the correct company, Click Yes



Do you want to see Missing Vendors Only?  



If you click No, the output on both sides of the screen will list vendors that don't have an EXACT match (not in sync) between SMSTurbo and QuickBooks.

SMSTurbo WILL NOT Update Existing QB Vendors for security reasons.  


If you clicked Yes, there will be two panes with a list of data.  The left screen is data in SMSTurbo and not in QB.  The right screen is the QB data not in SMSTurbo.

On either pane, you can check off only the Vendors you want to transfer or use Check All at the bottom of the screen.


Click Synchronize




If you checked off items on both sides of the pane, you will get an Export question to confirm the number of Vendors being synchronized from SMSTurbo to QB and then an Import question

confirming the number of Vendors being imported from QB to SMSTurbo.



Then a dialog will display Export Completed.