Out to QuickBooks, Xero or FreshBooks, with the photograph attached.
Global Office: Sync is not an accounting system and does not want to be. It feeds the one you
already have: no migration, no retraining, and no risk to books that already exist. Both
shipped editions send to all three.
Matched against a real chart of accounts, not a generic list.
This is the part that decides whether the export is worth having. A category picked off a
generic list has to be re-done by whoever receives it, which means the work was moved
rather than finished.
In Full Edition, that client's own chart, with their account numbers intact. Account 090 stays 090. Pull the chart straight out of their QuickBooks or Xero, upload it, or start from one of six that ship with Sync and edit it into the numbering you already use.
In Contractor and Solo Edition there is no chart of accounts at all. You are never shown an account column and never asked to build a list. The matching happens silently on the way out.
No more 'Uncategorized'. What Global Office: Sync cannot place is marked and named, and comes back as a question rather than being swept into a catch-all.
The six charts that ship with it are construction and trade contracting, field service and repair, grounds and property services, driving and hauling, design and professional services, and independent creative and performance. There is not one equity account in any of the six, which is the one place entity type breaks a chart, so an S corporation or a partnership uses them exactly as they stand.
Your correction is remembered for next time. Categorize something once and it stays categorized that way for that client. Month six costs less time than month one, and across a roster that compounds.
Neutral about the platform. One client on QuickBooks Online, the next on Xero, the next on FreshBooks. Sync does not care and does not make you keep three habits.
The Export Center
You see what will go before anything moves.
Pick the client and the dates and it counts it out, ledger by ledger. Open any row and every
line item is there with the account it will land in. Nothing leaves on a schedule and
nothing leaves without being looked at.
Global Office: Sync will not send the same record twice. What has been sent is kept separately for each platform, so a record already in QuickBooks still shows as not yet sent to Xero. Send one again and it warns you that the platform would file a second copy rather than replace the first.
The photograph goes with it, attached to the transaction on the accounting side rather than left behind in Global Office: Sync. Every row carries its own document number, so what Sync says it sent can be checked against your books without opening either.
Fix it right there. Double-click a supplier or an amount, type, and click away. It goes to the books and into the Audit Trail. An amount it cannot read, "about 400" or an empty box, is refused rather than guessed at.
What is not money goes in the archive. Tax Docs and Compliance travel whole in a ZIP archive with every source document, which is also the way out for accounting software Sync does not connect to. It waits inside the app for you to collect, and it is never emailed.
It does not reach back in.
Global Office: Sync never quietly changes an entry it already sent to QuickBooks. A correction is made once,
in the accounting software, by the person whose books they are. That is a boundary, not a
missing feature.
Four documents you can hand to somebody
Built out of your records, rather than typed at eleven at night.
The insurance audit packet. What an auditor asks for, assembled: who worked for you, what you paid them, which of them held a certificate, and for what period. The argument at a workers' compensation audit is always about who counts as your employee, and it is won with paper you either have or do not.
The evidence packet. Every record behind a number, with the photograph attached to each one, filtered to what somebody actually asked about. Each filter carries its own count, including a zero, so the heading can never claim more rows than the packet holds.
The job summary. One job, everything that touched it: what was invoiced, what was spent and with whom, every trip, and what was left over. That one job prints on its own, without your other jobs or your year's totals on it, which is what you send when a customer questions a bill.
The year end pack. Our name for a whole year of records with the original photographs attached, exported in one archive for whoever does your return, instead of a shoebox and three phone calls in March.
An archive is never emailed.
Not a link to it either. A finished archive waits inside the app for somebody signed in to
collect, and deletes itself after three days.
