Step 1

ACCESS to QuickBooks Online

Click on Admin in the main navigation bar. Next, click on Login to QuickBooks. You’ll be redirected to QuickBooks and asked to login and authorise ULTops.

Step 2

LOGIN to QuickBooks Online

To authorize ULTops, simply log in to your QuickBooks account by entering your email address and QuickBooks password

Step 3

AUTHORISE to QuickBooks Online.

Click Connect.

Step 4

QuickBooks login complete

Once authorised, you will automatically be redirected back to ULTops dashboard. QuickBooks customers, vendors, items and Purchase Orders are imported to ULTops asynchronously upon successful login to QuickBooks.

EXPORT Customers

SYNC Customers to QuickBooks database

Imported customers from QuickBooks are marked as an origin QuickBooks. New customer and changes are updated to QuickBooks simutaneously when saved to ULTops. Offline changes and adds are sync with QuickBooks by clicking "SYNC to QuickBooks" button.

EXPORT Inventory

SYNC Parts (Inventory, non-inventory items) to QuickBooks database

Imported items (Inventory, non-inventory, services items) from QuickBooks are marked as an origin QuickBooks. New parts and changes are updated to QuickBooks simutaneously when saved to ULTops. Offline changes and adds are sync with QuickBooks by clicking "SYNC to QuickBooks" button.

EXPORT Vendors

SYNC Vendors to QuickBooks database

Imported vendors from QuickBooks are marked as an origin QuickBooks. New vendor and changes are updated to QuickBooks simutaneously when saved to ULTops. Offline changes and adds are sync with QuickBooks by clicking "SYNC to QuickBooks" button.

EXPORT Purchase Orders

SYNC Purchase Orders to QuickBooks database

Imported Purchase Orders from QuickBooks are marked as an origin QuickBooks. Associated vendor, customer and items are imported while Purchase Orders are imported from QuickBooks. New Purchase Order and changes are updated to QuickBooks simutaneously when saved to ULTops. Offline changes and adds are sync with QuickBooks by clicking "SYNC to QuickBooks" button.

EXPORT ULTops Orders

Send ULTops Orders aka QuickBooks Invoice to QuickBooks database

Every ULTops orders created from admin and from customer portal can be ported to QuickBooks easily with a single click. Offline changes and updates to the Order can be synced with QuickBooks invoice at anytime by clicking "SYNC to QuickBooks" button. It is a one way process, only export is allowed for ULTops orders; QuickBooks invoices can not be imported!

DISCONNECT QuickBooks

Close the connection established with QuickBooks

Once your operations done, you can disconnect to QuickBooks. Click on Admin in the main navigation bar. Next, click on the disconnect button.