Area If a Price List Item is deleted from FSM then the corresponding product/service and all subproducts/services will be deleted from
QuickBooks and any sub-Price List Items deleted from FSM.
Before Update
FSM QBO
X1 X1
X1:Y1 Y1
After Update
FSM QBO
X1 X1
X1:X1 Y1
After Synchronization
FSM QBO
X1
X1:X1 Y1 a price item with the same parent-child names is created in FSM (e.g. A:A)
The synchronization for this item will fail, the item will be skipped; an error log will be generated. a Price List Item with more than five (5) hierarchical levels is created in FSM (e.g.
A:B:C:D:E:F)
The synchronization for this item will fail, the item will be skipped; an error log will be generated.
IMPORTANT: All error logs can be consulted via Synchronization Errors Tab of the Settings DashBoard.
Class Synchronization
Classes are used for categorizing transactions. Classes can be hierarchical and can include up to five (5) hierarchical levels.
In QuickBooks, as well as in FSM, in order to use classes, class tracking should be turned on. For more information on how to turn on class tracking, please see the QuickBooks and FSM User Guides.
When class tracking is enabled you are able to select a class for your invoices and time cards. During synchronization between FSM and QuickBooks invoices will be exported to QuickBooks along with their class information.
If the class tracking is turned off in QuickBooks and in FSM, synchronization of classes will still occur. But invoices exported to QuickBooks will not contain class information.
The following table contains the mapping of Class fields between FSM and QuickBooks. pg. 37
