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What information is being accessed in Quickbooks Integration?

Quickbooks integrations accesses a select group of tables and fields while we sync data.  Below is a list of data points that we access during our integration process.

 

  1. A list of user’s expense account names.  This is used only to allow the customer to select one of their existing expense accounts for the Central States Vendor we create.
  2. A list of user’s income account names.  This is used only to allow the customer to select one of their existing income accounts for the Central States Vendor we create.
  3. A list of the user’s unit of measure types.  This is used to compare against the unit of measure types available in Central Link.
  4. Vendor table.  This is used to add Central States to the list of vendors.  No other vendor information is accessed or used.
  5. Item table.  This is used to add Central States specific invoice items to the items list.  No other item information is accessed or used.
  6. Invoices table.  This is used to import Central States invoices to Quickbooks.  No other vendor invoices are accessed.
  7. Quickbooks version information.  The customer’s version of Quickbooks is used to determine compatibility with service.