Sync client directory with QBO customers

Control which QuickBooks Online (QBO) customers sync with your Monograph client directory.

Another day, another improvement to Monograph’s integration with QBO! No more clutter from an exhaustive list of QBO customers in Monograph.

Here is how this new update will impact new and existing QBO integrations:

After connecting QBO for the first time:
Upon connecting your QBO account with Monograph, manually sync your QBO customer list with Monograph by going to
Directory > Clients > Import from QuickBooks
If you're already connected to QBO:
This upgrade will automatically declutter your Monograph client directory by only presenting top-level QBO customers.

Here are some additional items that all users should keep in mind:

Ongoing QBO integrations:
Add to your Monograph client directory at any time by going to
Directory > Clients > Import
from QuickBooks and edit clients by selecting
More
in the top right of any client file.
Accounting destination:
A new field has been added to the invoice builder which allows users to select the specific location to send the invoice to QBO.