qbGold provides GoldMine Users with visibility of QuickBooks transactions like Estimates, Sales Orders and Invoices for Customers and Purchase Orders for Vendors. Authorized Administrators can add a GoldMine record to QuickBooks saving on duplication. Synching can be set manually or automatically.
Create Your Own Rules
Creating Rules are easy and a great way to control the way your contacts synchronize and link between GoldMine and QuickBooks.
Link QuickBooks and GoldMine Records
Use rules to build links between QuickBooks and GoldMine on the data you’ve already entered. You can create Multiple Rules.
Access to QuickBooks and GoldMine Fields
While you build rules within qbGold you will have access to fields from within QuickBooks and GoldMine. An Example is Linking based on Email Address.
From the settings window, you can pick the mapping you need for Contact Fields, Summary Fields (v2) and Transactions.
Once you have identified how you identify a Customer and Vendor in GoldMine, you can modify what will sync from QB Vendors to GoldMine.
Once Customers and Vendors have been set up, don’t forget to pick the transactions you want to sync into GoldMine. Sales Orders, Estimates, Purchase Orders and Invoices. More to come in v2.
|Supported GoldMine Versions||
GoldMine Premium 2013.x, 2014.x, 2015.x, 2017.x, 2018.x
|Supported QuickBooks Version||
Tested QuickBooks 2017.x, 2018.x, 2019.x, Please Contact if using a different version.
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