MobiWork can integrate with all US versions of QuickBooks Online. Please contact sales@mobiwork.com for Canadian versions.

Note: 2-way sync means data can be added and updated in both MobiWork and QuickBooks Online.

Important: This section will guide you in exporting data from MobiWork into QuickBooks Online. Please note, when you are importing data from QuickBooks Online, these settings are not required to be set up.

Customers (including sub-customer concepts) (2-way)

• Parts (2-way)

• Services (2-way)

• Vendors (2-way)

• Sales Tax (1-way)

• Invoice terms (1-way). Once an invoice is pushed to QuickBooks Online it cannot be edited in MobiWork and pushed again. If you need to edit an invoice that has already been pushed to QuickBooks Online from MobiWork, you will need to: manually delete the invoice from QuickBooks Online (either directly in QuickBooks Online), then clear the external ID in MobiWork, and finally, push the invoice again. If you delete the invoice by using the MobiWork action, the external ID field will automatically be cleared for you.

• Inventory On Hand push quantity (1-way)

• Sales tax

• Terms

MobiWork offers a contact-only import with QuickBooks Online (QBO) for customers. This feature won't import new customers or contacts but will instead update the contact information for existing customer records by comparing the data. It gives you the flexibility to import customers from QuickBooks Online, make changes in MobiWork, and then sync only the contact updates from QuickBooks Online.

If pushing products/parts from MobiWork to QuickBooks Online, the following information needs to be entered:

Important: You will have to specify which accounts are to be used and where the income should be posted to:

The first 3 fields are required.

• Cost of Goods Expense Account

• Income Account

• Other Current Asset Account- This option is needed for inventory items (normal products), when the option "Handle Inventory" is selected.

• If pushing purchase orders and vendor information from MobiWork to QuickBooks Online, select the desired account:

• Accounts payable Name





• If pushing expense information from MobiWork to QuickBooks Online, select the desired account:

• Expense Check Payment Type Account

• Expense Credit Card Payment Type Account

• Expense Cash Payment Type Account

• Expense Integration Account





• Other Options:

• Use "Approved Date" instead of "Estimate Date" when creating an estimate in QuickBooks Online.

• Handle Inventory - Used when creating a product/part from MobiWork into QuickBooks Online. This option will assign the "QB_ASSET_ACCOUNT" value on the QuickBooks Online item, and also pass the quantity from MobiWork to QuickBooks Online. It is only used when adding items from MobiWork to QuickBooks Online.

• Send products to QuickBooks Online as service items.





• Format Preferences:

• Format to use for the QuickBooks Online "Display Name."