Adding Products & Services to QBO
This document will provide a step by step process for adding products and services into QBO. You will not need to create Products or Services in QBO, this will be automated in OMS. If this process does not work, contact Andrew Ingram for assistance. (andrew.ingram@locdoc.net)
Step 1: App Dev team members will receive an email about a Product or Service being added that needs a QBO ID (see screenshots below). Click the big green button.
NOTE: The Product email will be identical but will say “A Product has been added…”
Step 2: You will be taken to the record. “Accounting - Services Not Automated” or “Accounting - Products Not Automated”. Select the “Add Part to QBO” or “Add Service to QBO” option. See Screenshots below (You can click the images to enlarge them).
Step 3: The Automation should run at this point, creating a product or service in QBO and returning the QBO_ID to the Service or Product in OMS. Any Site Visits containing that Product or Service as a Line Item should have an updated QBO_ID as well.
ISSUES: If this process did not work, it is because of one of 2 reasons.
The Product/Service already exists in QBO.
The automation had an error or issue.
In any of these cases, contact Andrew Ingram so he can address the issue.