This is a one-time setup that pulls your essential historical and master data from QuickBooks into ShopXpert. It ensures that all your foundational records are aligned and avoids data duplication by importing existing entries directly from QuickBooks.
Fields Synced from QuickBooks to ShopXpert:
Customers - Existing customer records
Suppliers – Vendor contact info
Employees – Payroll/contact details
Products – Inventory and SKU's
Tax Codes – Default tax settings
Fields Synced from QuickBooks to ShopXpert:
Invoices – Job and sales billing
Purchase Orders – Supplier order details
Customers – New business accounts
Suppliers – New vendor records
Products / Items – New parts/items list
Phase 2: Ongoing Sync (SX → QB)
Once Phase 1 is complete, ShopXpert becomes your system of record. In this phase, all new operational data like invoices, POs, and customers are created in ShopXpert and synced into QuickBooks. QuickBooks remains responsible for financial functions like payment receipts and accounting, while ShopXpert powers your day-to-day job shop activity.
💡 Smart Way to Integrate
Integrating ShopXpert with QuickBooks this way gives you a clean, scalable setup. ShopXpert handles operations, QuickBooks handles finances — no confusion, no duplication, just seamless sync.
EFFICIENCY
Enter data once in ShopXpert and sync to QuickBooks — saving time and reducing manual effort.
ACCURACY
Prevent duplicate records and ensure financials stay perfectly aligned with your production data.
SCALABILITY
Built to support future growth — add more data without creating complexity or syncing conflicts.
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