What Exports from QuickBooks | What We Load Into WEX FSM |
Customers | Customers |
Subcustomers | Subcustomers / Locations |
Customer & Subcustomer Notes | Notes |
Invoices | Invoices |
Payments | Payments |
Chart of Accounts | Chart of Accounts |
Classes | Classes |
Sales Tax Items & Groups | Sales Tax Groups |
Item List | Item List |
Total Time Estimate: 0-3 business days*
*Time estimate is from the date your data is received, reviewed, and accepted for upload. During periods of high volume, your data transfer may take an additional 3-5 business days to complete. You should plan on making 1 normal monthly license payment prior to the completion of your core data load.
This Data Calculation is for informational purposes. It is intended to relate what generally exports from your data source. Your data loading plan may be revised based on the actual data submitted.
Data Loading Details
Your data will be loaded in two phases to ensure all data is loaded into WEX FSM. This will include an initial “Full Data Load” and a final “Supplemental Data Load”.
*Important* Please refrain from editing, merging, or deleting the data that has been initially loaded. Any changes to this data will result in either a failed supplemental data load or all of your changes being set back to their original values. Changes may be made after we complete your supplemental data load.
Your initial data load will include:
Customers
Subcustomers/Locations
Customer Notes: (will load as notes on customer timeline)
Invoices
Payments
Chart of Accounts
Classes
Sales Tax Groups: (if currently setup)
QuickBooks Item List: (will be usable when building proposals/invoices)
These items will not be included in your data load:
Estimates
Sales Receipts
Images / Attachments
Making the Switch
On your Make the Switch date, we will guide you thru submitting your supplemental data. The supplemental load will capture all the data you've entered into QuickBooks since your Full Data Load was collected. We will have this loaded for you in a few days, so that everything is up to date.
We consider you’ve Made the Switch when you’ve:
Stopped entering new customers, invoices, and payments directly into QuickBooks
Started entering all new customers, invoices, and payments directly in WEX FSM
We will load the following data in the final supplemental data load:
From QuickBooks: All new customers, subcustomers, invoices, payments, and notes entered into QuickBooks since the Full Data Load.
Once you have Made the Switch and the Supplemental Data Load is complete, you will be able to sync newly entered data from WEX FSM to QuickBooks. Our team will activate this for you automatically and notify you accordingly.
Submitting Your QuickBooks Online Data
Log into WEX FSM and complete the Configurator.
A chat message will popup in the lower right corner asking you to confirm your Data Source(s)
On the main Scheduling page, you will see a banner prompt to connect your Quickbooks Online account
Click the Connection link and enter your QuickBooks Online login information
If you have multiple company files, be sure to select the correct company file
Selecting the wrong company file will result in incorrect data being loaded
If you are unable to successfully connect, please ensure you are logging in with an Admin user
Once connected, you will be redirected to WEX FSM where you can login again
A successful login will remove the banner used in Step 3