NumberCruncher is a separate program from QuickBooks and the two programs need to transfer data back and forth (synchronize) to ensure that QuickBooks AND NumberCruncher users have the latest data. By default, synchronization happens every time a company file is open. You can set other synchronization settings in Preferences.
When an action is taken in NumberCruncher that affect the financial information (e.g. Invoice button is pressed or a work order is finished), the underlying transaction will be posted in QuickBooks automatically and no further synchronization is required. When an action is taken in QuickBooks that affects NumberCruncher, synchronization is required. You can synchronize QuickBooks in one of several ways.
Re-sync - This syncs all inventory parts and all other lists since the data of the last sync.
Full Sync - Synchronizes all lists regardless of the last sync date
Selective Sync - You can select which lists and from sync date
You can also synchronize selected items from the Inventory List. This saves the time of synchronizing the entire company file when all that is needed are a few Items. To synchronize selected Items, open the Inventory List, place a checkmark next to the Items to be synchronized, click Activities -> Sync.
***Note: When you record inventory transactions directly through QuickBooks, NumberCruncher location information will NOT updated. Should this happen, you can created a one-sided transfer (i.e. either the To or From location is left blank) to reconcile QuickBooks total quantity with total quantities in locations. It is highly recommended that you record shipments and receipts of inventory through NumberCruncher and allow it to post the underlying Bill or Invoice in QuickBooks, that way the location information will be properly reflected.
Call to speak with a NumberCruncher Solutions Consultant at: