If you already have some data that exists both in Streamline and in your QBO account, you can choose to pair them.
Streamline allows pairing of various types of data.
Emparejamiento
Emparejamiento Condiciones de pago
- On QBO dashboard in Streamline, select [ Pairing > Terms ].
- The principle for pairing payment terms works the same way as in Pairing Items or Customers.
Emparejamiento de tipos impositivos
Para que la exportación funcione correctamente tendrías que emparejar los tipos impositivos de Streamline con los tipos impositivos de QBO.
- If the page for pairing tax rates is empty, means that you don’t have any tax rates defined in your QBO account – you will have to create the same tax rates that you have in Streamline which can be seen in [ Finance > Settings ].
- Tax rates can only be paired in 1 to 1 relationship, meaning one tax rate from QBO can only be mapped to one tax rate from Streamline (and vice versa).
Emparejamiento de vendedores
El principio para emparejar vendedores es el mismo que cuando Emparejar clientes.
Emparejar artículos de vendedores
El principio para emparejar vendedores es el mismo que cuando Emparejar artículos.
