Records that Are Copied from QuickBooks Online to DPS When You Run the Initialization

When you first set up the integration between QuickBooks Online and DPS you run the initialization process and records are copied from QuickBooks Online to DPS.

The initialization is a one-time process that you perform by clicking the Initialize DPS button on the Integration Setup tab in the QuickBooks integration utility.

During the initialization process, the following records from QuickBooks Online are added to DPS and automatically linked to the matching record in QuickBooks Online:

• Employees: All active employees entered in QuickBooks Online Workers > Employees are added to the Employees hub in DPS Hubs > Employees.
• Customers: All active customers in QuickBooks Online Sales > Customers are added as client-type firms in the Firms hub in DPS Hubs > Firms.
• Vendors: All active vendors in QuickBooks Online Expenses > Vendors are added as vendor-type firms in the Firms hub in DPS Hubs > Firms.
• Contractors: All active contractors entered in QuickBooks Online Workers > Contractors are added as vendor-type firms in the Firms hub in DPS with the 1099 Required check box selected on the Vendor tab in the hub.
• Contacts: All contacts that are entered for active customers and vendors in QuickBooks Online are added as contacts to the Contacts hub in DPS Hubs > Contacts.
• Tax Codes: If you use tax codes, tax codes in QuickBooks Online are added to DPS in Settings > PSA > Taxes in the desktop application and to the grid on the Tax Code Mapping tab in the QuickBooks integration utility. You see the automatic mapping that occurred on the Tax Code Mapping tab.

General Ledger Accounts: Any general ledger account in QuickBooks Online Accounting > Chart of Accounts that is not already in DPS, based on account name, is added to DPS. The accounts are added to the DPS chart of accounts in Settings > PSA > Chart of Accounts in the desktop application and to the grid on the Accounts Mapping tab in the QuickBooks integration utility (Utilities > Integrations > QuickBooks). After the accounts are added, in DPS you must review the accounts on the Accounts Mapping tab and map them to the corresponding QuickBooks Online account. During the initialization, if an account in DPS matched the name of an account in QuickBooks Online, it was automatically mapped to the QuickBooks Online account. You see the mapping on the Accounts Mapping tab in the QuickBooks integration utility.