MediaOS is designed to operate with a two-way sync with QuickBooks by default, allowing data to flow automatically between the two systems. However, in some cases, you may prefer to manually control what information is sent to QuickBooks. Activating the One-Way Push feature allows you to send invoices from MediaOS into QuickBooks without any data syncing back the other way. This gives you more control over what is shared while maintaining the ability to leverage QuickBooks for final invoicing and accounting.
Note: Before using the One-Way Push, make sure all of your products are properly mapped to QuickBooks. Invoices created prior to mapping cannot be sent. For help with product mapping, please review our guide on Mapping Products to QuickBooks.
Activating the One-Way Push #
To enable One-Way Push, navigate to System Settings and then select General Settings from the menu. In the search bar, type "Manual Push - Disabled Two Way Sync" and check the box that appears to activate the One-Way Push setting. Once this is enabled, invoices will no longer sync automatically. You will now need to manually select which invoices should be sent to QuickBooks.
Sending Invoices to QuickBooks #
After activating One-Way Push, go to Accounting from the left-hand navigation menu in MediaOS. Select the Checkbox next to any invoices you want to send to QuickBooks. If you want to select all invoices in the current view, click the Checkbox at the top of the column header.
Next, open the Batch Actions dropdown and select Send to QuickBooks. A confirmation window will appear warning you that sending will overwrite any existing QuickBooks data associated with these invoices. If you are confident that your invoice data is accurate, click OK to proceed.
A progress window will open, showing the status of your sync operation. If any errors occur during syncing, they will be displayed here so you can take corrective action.
Confirming Invoice Syncing #
To confirm that an invoice has successfully synced to QuickBooks, you can adjust your Invoices Window view to show the external QuickBooks reference number. Click the Visible Columns button, then select External Number from the list of available columns. If a value appears in the External Number field next to an invoice, it means the invoice has synced correctly with QuickBooks.
This additional verification step provides peace of mind that your accounting records are accurate and up to date across both systems.
