The accounting handoff

Out to QuickBooks, Xero or FreshBooks, with the photograph attached

Global Office: Sync isn't an accounting system and doesn't want to be. It feeds the one you already have: no migration, no retraining, and no risk to books that already exist. All three editions send to all three.

How a line becomes an account
The Export Center
Four documents you can hand to somebody
The 1099 worksheet
Part business, part personal

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 Global Office: Sync, 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 Global Office: Sync - Contractors Edition and Global Office: Sync - Solo Edition there's no chart of accounts at all. You're never shown an account column and never asked to build a list. The matching to your accounting software's accounts happens on its own when the record is sent over.
No more 'Uncategorized Expense'. That's where QuickBooks puts whatever it can't place. What Global Office: Sync can't 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. None of the six has an equity account. That's the one part of a chart that changes with how the business is set up, so an S corporation or a partnership can use any of 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 doesn't care, and you don't have to work three different ways.

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.

The Export Center for one client over a year before anything is sent: QuickBooks connected, Xero and FreshBooks beside it, 233 transactions selected worth $165,624.18, a line saying it will send 81 invoices, 67 receipts, 67 mileage trips and 18 utility bills, and the receipts listed newest first, every row marked Clean — Counted out before anything moves.

The same screen while it sends: transmitting 233 items to QuickBooks Online, 0 of 233 filed so far, and a note that it runs on the server, so it finishes whether or not the window is open — It runs on the server. Close the window if you like.

The same screen when it's done: 233 items created in QuickBooks Online, a note on which account paid for 85 purchases and how to match the cards so each one posts from the account that paid, 148 receipt images still on their way, and every row marked Sent — Done, with a report of what it did and why.

Global Office: Sync won't 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 you can check what Sync says it sent against what actually landed in your books.
In QuickBooks Online, a purchase comes out of the account that paid it. Match each of your cards and bank accounts to its account in your QuickBooks chart once. From then on, the card number on a receipt, or the checkbook setting for a check, decides where the purchase posts, so each card's statement reconciles. Anything it can't place goes to your first bank account, and the export report says which records did and why.
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 can't read, "about 400" or an empty box, is refused rather than guessed at.
What's 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 doesn't connect to. It waits inside the app for you to collect, and it's never emailed.

It doesn't 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's 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 usually about who counts as your employee, and it's won with paper you either have or don't.
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. That's what we call a whole year of records, with the original photographs attached, in one archive for whoever does your return. It beats 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.

The 1099 worksheet

Everything the 1099s ask for, on one page, in January

Global Office: Sync doesn't file 1099s. It gathers everything whoever files them needs, hands it over, and then keeps a record that each one was dealt with, so the reminder can finally reach zero.

Who's on it. Anyone paid over the IRS threshold who you already treat as a subcontractor, meaning there's a W-9 or a certificate of insurance on file for them. A supplier you spent more with doesn't appear, because deciding that for you is how a form ends up at the hardware store.
Both sides of the form. Your business with its address and telephone number, and each subcontractor with their address, their tax number, whether it's a Social Security number or an EIN, and the amount for Box 1.
The money that's already reported. Payments made by card or through a payment app are reported by the processor on a 1099-K, so each line shows that split and the figure left for the form. It says plainly that the split was read off your receipts and is yours to confirm.
The year being filed. In January it opens on the year that just ended, not the one that just started, and every year with payments in the books is a click away.
Blank where it can't know. Withholding, the state boxes and your own tax number print as blank lines to fill in, never as a zero nobody checked.
Tax numbers stay hidden until you enter the same passphrase the Tax Docs ledger asks for. A sheet printed before that prints stars in their place.
Printed, saved as a PDF, or downloaded as a spreadsheet, whichever suits whoever is doing the filing.
You close each line. "I have issued this 1099", or "this one doesn't need one" with your reason kept beside it. Nothing decides for you that a form isn't needed, and the record says who closed it and on what day.

The same sheet in Global Office: Sync and Global Office: Sync - Contractors Edition. The business that paid is the one that issues the form, so when a bookkeeper files for a client, it's that client's sheet. The practice dashboard names which clients still have forms to issue, and when a bookkeeper marks one issued, the contractor's own sheet shows who did it and when.

Part business, part personal

A $200 phone bill stays a $200 phone bill

Think of a phone, home internet or a laptop. You pay the whole bill, but only part of it is for the business. You set the business percentage and Global Office: Sync never works one out or suggests one. The amount on the record, the receipt and the bank charge never changes. The business share and the personal share are worked out underneath it.

Set it once. On the record in front of you, or on that supplier's card in the Contact Center, and it carries forward from the tax year you choose. It never reaches back into a year already filed.
Who paid is already on the receipt. You mark each card and bank account as business or personal once, even a card that only ever shows up on receipts. After that, the card number on a receipt tells Sync who paid. For checks, one setting says which account they come from. No bank connection is needed.
When Sync works out what a job cost, it counts only the business share. What you spent still shows the full amount, because that's what you spent.
Either side of a bookkeeper connection can change it. The other side is told, and there's no reject button. Who set each value, and when, is kept beside the number.
QuickBooks Online and Xero receive the split. A cost the business paid goes across whole, with its personal share on a line of its own. One paid personally goes across as its business share.
FreshBooks receives the business share, and the export report lists each personal share that was left out, so nothing disappears quietly.

You choose where the personal share lands. It goes to an account you pick from your own chart in QuickBooks Online or Xero, because the right one depends on how your business is set up. Global Office: Sync never creates an account for it. This records the split. It's not a tax decision, and meals, a home office, vehicle actual expenses and equipment depreciation are worked out differently and aren't part of it.