Data Integration

The following table shows the data that is shared with Order Time.  

FeatureQuickBooks DesktopQuickBooks Online
Xero
Entities (Bidirectional)
 
Company InfoYesYesYes
TermsYesYesYes
Tax CodesYesYesYes
Payment MethodsYesYesN/A
Ship MethodsYesN/AN/A
ClassYesYesYes
CurrencyYesNoYes
Vendor TypeYesN/AYes 3
VendorsYesYesYes 2
AccountYesYesYes
Non-Inventory items (including Service and Other Charge)YesYesYes
Inventory items (including Assembly Items)OptionalOptionalOptional
DiscountsYesN/AN/A
Group ItemsNoN/AN/A
Prices LevelsYesN/AN/A
EmployeeYesYesYes
Sales RepsYesN/AN/A
CustomersYesYesYes 2
Customer TypeYesNoYes 3
LocationNoNoN/A
Unit of MeasureNoNoN/A
   
Transactions (From Order Time)  
BillsYesYesYes
Purchase OrdersInitial Import OnlyNoNo
Vendor ReturnsYesYesYes
Sales OrdersInitial Import OnlyN/AN/A
InvoiceYesYesYes
Customer CreditYesYesYes
Payments 1YesYesYes
RefundsYesYesYes
AdjustmentsOptionalOptionalOptional
Work OrdersOptionalOptionalOptional
Value AdjustmentsOptionalOptionalOptional

There is a two way sync for Entities but transactions are synchronized from Order Time to accounting but not visa versa.   E.g. changes you make in accounting to a customer will be updated in Order Time.  An invoice created in accounting will NOT come over to Order Time. 


1.  QuickBooks payments are bi-directional to the extent that they relate to an Order Time Ship Doc or Customer Return.

2.  Customers and Vendors are collectively Contacts in Xero

3.  Customer and Vendor Types are combined in Xero.