Horizon360™ User Guide

QuickBooks Online Tips

Horizon360 syncs directly with your QuickBooks Online account to easily prepare your jobs for invoicing. You can also import your Customer, Employee & Services data to Horizon360 for faster setup.

Please Note: Horizon360 recommends some review and cleanup of your QuickBooks account prior to syncing anything. Taking the time to ensure you have clean QuickBooks data will cause less frustrations down the road. Please continue to the next page to read our QuickBooks cleanup tips.

QuickBooks Cleanup Tips

If you are an existing QuickBooks Online user, we recommend a few cleanup steps prior to importing your data into Horizon360.

Customer Name

When syncing customers to your Horizon account, Horizon will look for either a Company Name and/or First & Last Name. If both of these fields are blank in QuickBooks (meaning only “Display Name” in QuickBooks is filled in), Horizon will import the customer with the Company & Customer First/LastName blank.

Important note: Horizon will not import any “Display Names” from QuickBooks. If you only have Display Name information filled in for your customers, we recommend adding a Company and/or First & Last Name in QuickBooks prior to syncing to Horizon. This will prevent additional cleanup work after importing.

Commercial Properties Invoicing

If you service commercial properties with multiple service locations, you can choose to either invoice all of these locations together to one billing address/customer or invoice all of the properties separately as individual customers.

To invoice all locations to separately, create these locations as individual customers in both Horizon & QuickBooks.

To invoice all locations to one customer/billing address, ensure you have the following criteria:

One customer in Horizon with multiple Service Locations

Individual customers in QuickBooks (one per Service Location)

Individual customers in QuickBooks set as “Is sub-customer” & “Bill withparent”

Individual customers in QuickBooks mapped to one customer in Horizon

On the Quickbooks page, select the Customers tab to load your customers from QBs

Check the box to the left of a customer (or the box above the current list to select all customers displayed)

Select one of the following actions from the drop-down:

Create this customer in Horizon

Match this customer with an existing customer in Horizon

Skip this customer and do not add them in Horizon

Click Save to create, map or skip the selected customer(s) in Horizon

Continue through the pages to finish importing your customer data. Repeat these same steps for Employees & Services.

Service Names

Each of your Services in Horizon must be unique, meaning you cannot have more than one Service with the same name (i.e. you cannot have two types of Services named "Mowing"). We recommend going to your Services list in QuickBooks and ensuring you do not have any duplicates. This is a great time to deactivate any old services you no longer offer & update service names to ensure you have a clean list of Services to use when scheduling your jobs, creating contracts & building estimates.

QuickBooks Online Tips

QuickBooks Cleanup Tips

Customer Name

Commercial Properties Invoicing

Service Names

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