Quickbook Online Integration

  • Created :Fri,12,2016
  • Last Updated:Wed,07,2017

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 :

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Now Select QuickBook 

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Below screen will pop up:

Details

Field Description
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.

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After entering all details please click on Save and then Authorize (in order to allow Neon to connect to your QuickBook online). 

Authorize

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.

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Once you will setup integration with QuickBook successfully under Billing -> Invoices page you will see QuickBook post button.

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Select Invoice and click on QuickBook post. Job will be logged. 

Note:

  • 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.