FAQ & videos

What is synced between CentrixOne and QuickBooks ?

Customer records:

  • Company name
  • Full address
  • Website
  • Primary contact’s full name and title
  • Phone 1, phone 2 (other), fax and mobile phone of primary contact
  • Primary contact’s email address

Bids, orders and invoices:

(Take note that these documents become opportunities in CentrixOne.)

  • Title (represents the number of the quote, order or invoice as appropriate)
  • Opportunity levels (varies by document: estimate rejected= 0%, estimate in expectation=40%, estimate accepted=80%, closed estimate=90%, invoice or credit note=100%)
  • Product categories
  • Product codes and their description
  • Quantity
  • Unit price
  • Shipping costs
  • Discount (customer discount)
  • Total (before taxes)

(Important: Opportunities are synchronized in one-way mode. This means that you have to use QuickBooks to modify the information associated with your quotes, orders and invoices.)

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