Quickbook Online Integration
Invoices and Payments are imported as General Journal Entries into QuickBooks.
In order to setup integration with QuickBook Online go to Integration -> Select Category 'Accounting' and click Next :
Now Select QuickBook
Below screen will pop up:
|Login ID/Email||QuickBook Online User ID|
|Password||QuickBook Online Password|
Chart of Accounts Mapping
Here you will need to setup Chart of Accounts mapping. All Taxes which will be setup under Billing -> Tax Rate will display here.
You will need to setup in which Chart of Accounts you want to post Invoices/Payments and Taxes.
When you click on Authorize button below screen will pop up: Please insert login details and select company which you want to connect and click Authorize.
Once you will setup integration with QuickBook successfully under Billing -> Invoices page you will see QuickBook post button.
- Only fully Paid Invoices will be posted to QuickBook.
- if you receive this error ' QuickBook API Not Setup Correctly ' then go to Integration section and click on Authorize button as explained above.
- Please make sure all Chart of Accounts mapping are setup correctly.