Overview
Field reps take orders in SimplyDepo while QuickBooks Online remains the system of record. The two-way integration supports customers, products, inventory, orders, invoices and payments.
Refunds, credit memos and payment terms are also supported. Fields, sync direction and rules vary by record type and customer configuration.
Key actions
- Customers Keep supported customer data connected across field sales and accounting.
- Products & inventory Include product and inventory records in your configured sync.
- Orders & invoices Connect field orders with the relevant invoice records.
- Payments & refunds Include payments and refunds in your accounting workflow.
- Payment terms Keep supported payment terms connected to account records.
- Credit memos Include credit memos in the configured integration.
Example use cases
| Use case | How teams use it |
|---|---|
| Customer accounts | Keep supported customer details aligned across both systems. |
| Field orders | Connect field orders with the configured invoice workflow. |
| Payments & refunds | Include payment and refund records in the configured flow. |
Key benefits
- Eliminate duplicate entry. Connect supported records so field sales and accounting teams do not repeat the same work.
- Shared context. Keep customer and order information available to the teams that need it.
- Assisted setup. Define fields and sync rules with the SimplyDepo team before launch.
How to set up SimplyDepo with QuickBooks Online
- Review your QuickBooks Online company and the records you want to connect with SimplyDepo.
- Confirm customer, product, inventory, order, invoice and payment data for your workflow.
- Define the direction and rules for each supported record with the SimplyDepo team.
- Test sample records and check the results in both systems before launch.
- Approve the configuration and activate the integration for your team.
