After you connect your QuickBooks Online account with MyTime, an invoice and corresponding payment will be automatically exported to QuickBooks Online for each Ticket closed on MyTime. As part of doing this, we have to match two items between MyTime and QuickBooks Online: the customer, as well as the services or products being purchased. Here’s how those work:
MyTime will try to identify if there is an existing client with the same first and last name in QuickBooks Online. If there is, MyTime will match these clients between the two systems. This means that going forward, the transaction data pushed from MyTime to QuickBooks Online will be associated with the existing QuickBooks client. MyTime will also match records if there is only a first name (no last name present), as long as either a phone or email address also matches between the two records. Lastly, if no client match is found through this process, MyTime will simply create a new client in QuickBooks.
MyTime will try to identify a match based on the SKU listed in both MyTime and QuickBooks. It will match the two only if the SKU is identical in both places. If there is no SKU match, MyTime will create a new Product entry in QuickBooks.
MyTime will create a new service in QuickBooks for each unique service in MyTime. There is no matching based on the service name.
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