Two-way mode:
Information from QuickBooks will be synchronized in CentrixOne and changes made directly in CentrixOne will be transferred to QuickBooks.
The advantage is that this mode provides real-time reconciliation of your customer information between CentrixOne and QuickBooks.
(Important: Opportunities are synchronized in one-way mode only. This means that you always have to go through QuickBooks to create an opportunity and change the data associated with your quotes , orders and invoices. If you create an opportunity directly in CentrixOne, it won’t be synched in QuickBooks.)
One-way mode:
Information from QuickBooks will be synchronized in CentrixOne. However, changes made directly in CentrixOne will not transfer to QuickBooks.
So, if you change information in a primary contact in CentrixOne, the synchronization service will replace your modifications with the information present in this contact’s details in QuickBooks.
(Note that in order to trigger an update to the contact details in CentrixOne, the sync service must detect that a change has been made to the same details in QuickBooks. So if no changes have been made, the customer information will be different until the next update.)
It is important to understand that there are 2 levels of security regarding the synchronization modes.
1st level of security:
This allows you to configure your synchronization mode in your CentrixOne account settings.
However, if you’re in one-way mode, that won’t prevent an automation from modifying information in a primary contact’s details and then automatically syncing it in QuickBooks.
2nd level of security:
This allows you to configure your synchronization mode directly in the synchronization service.
This way, if you choose the one-way mode, the synchronizer will simply ignore any changes made to a primary contact in CentrixOne and not send them to QuickBooks.
(Note that you are unable to change your own security in your synchronization service. So you need to send a request to support@centrix.one so that our technical team can do it for you.)
