Companies (Customers & Vendors)
From Digit → To QuickBooks
When a new Company is created in Digit it is synced to QuickBooks as a Customer (QuickBooks) and/or Vendor (QuickBooks)
Synced as a Vendor (QuickBooks) if in Digit they have the “Vendor” property
Synced as a Customer (QuickBooks) if they have the “Customer” property
Since Company may be synced as one or both, the name is appended with "(v)" for vendors and "(c)" for customers because QuickBooks requires unique names
When a Company name or address is updated in Digit the changes are sent to QuickBooks
Note: When an address changes in Digit it is only synced when another field changes as well
Not synced: When a Company is deleted in Digit it is NOT deleted in QuickBooks, you would need to do this manually in QuickBooks
From QuickBooks → To Digit
Not synced after initial sync: During the initial sync only, Digit will pull in Customers (QuickBooks) and Vendors (QuickBooks) from QuickBooks
Items
From Digit → To QuickBooks
All Items are pushed as Non-Inventory Products (QuickBooks)
Only Item name and bill/invoice ledger accounts are synced to QuickBooks
All new Items use the same selected ledger accounts that you can see in your integration settings on Digit
Products (QuickBooks) that already exist in QuickBooks will not have their ledger accounts overwritten
From QuickBooks → To Digit
Inventory, Non-Inventory, and Inventory Assembly* Products (QuickBooks) created in QuickBooks are synced to Digit
Only names are synced to Digit Items
We have no way to pull the Unit of Measure (UoM) from QuickBooks
In Digit the Default stock UoM will default to pieces (pcs)
Items created from QuickBooks are saved in draft status so that Default stock UoM can be customized before making the Item active
* at this time Inventory Assembly items can be synced to Digit from QuickBooks but changes will not sync back to QuickBooks
Sales Orders
From Digit → To QuickBooks
Digit Sales Orders are created as an Invoice (QuickBooks) in QuickBooks
The due date is set to 30 days from the creation date on the Sales Order.
QuickBooks Desktop and QuickBooks Online handle Addresses on Sales Orders differently:
QuickBooks Desktop: Addresses will sync from the Sales Order
QuickBooks Online: Will use the addresses defined for a given Customer (QuickBooks)
Currently ignores payment adjustments, discounts, and taxes
From QuickBooks → To Digit
Not synced
Purchase Orders
From Digit → To QuickBooks
Purchase Orders are pushed to QuickBooks as a Bill (QuickBooks)
The due date is set to 30 days from the creation date on the Purchase Order
Currently ignores payment adjustments, discounts, and taxes
From QuickBooks → To Digit
Not synced