How do I configure the QuickBooks Online Integration?

This article is a step-by-step walkthrough of how to configure and use the QuickBooks Online integration.

The QuickBooks Online Integration enables Fixably to synchronize several types of important transactions with your accounting system. The transaction types supported are invoices, receipts, and purchase orders. For additional information about what Fixably synchronizes to QuickBooks Online refer to the table below.

Feature	QuickBooks Online
Sync New customer records when an invoice is created and synced	Yes
Sync Customer records when a customer is updated **	No
Sync Invoices	Yes
Void Invoice in QB when voided in Fixably	No
Sync Receipts	Yes
Sync Purchase Orders	Yes
Sync New Vendors On Purchase Order Creation	Yes
Sync Products (as items) when a Product is created and added to an invoice	Yes
Sync inventory quantity	No
Sync Categories	No
Synchronize Sales Tax	Yes

 

Table of Contents

Connecting Your QuickBooks Online Account

Setting Up Your Accounts

Setting Up Tax Rate Mapping

Configuring Products and Categories

Configuring Payment Types

Synchronizing Purchase Orders

Synchronizing Invoices

 

 

Connecting Your QuickBooks Online Account

1. In Fixably, navigate to System Settings > Integrations > Quickbooks Online
2. Click Authenticate QBO.
3. When prompted, sign into the QuickBooks Online account you wish to synchronize with.
   
   

Setting Up Your Accounts

1. Click the Refunding account dropdown menu to select the QBO account where Refund transactions will be posted.
2. Click Sales Receipt and select the QBO income account where sales receipts will be posted.
3. Click Purchase orders and select the QBO AP account where purchase orders will be posted.

Setting Up Tax Rate Mapping

Tax rates must be mapped between Fixably and QuickBooks Online to ensure the correct amount of tax is calculated when synchronizing invoices to QBO.

1. Click Update QBO Tax Rates.
2. Select the correct QBO tax rate for each Fixably tax rate.
3. Click Save Settings.

Configuring Products and Categories

1. Navigate to System Settings > Product categories.
2. Click the gear next to the first product category and select Edit.
3. Select the appropriate Asset, Expense, and Income accounts for all products in this category to use.
   
   

 

Configuring Payment Types

1. Navigate to System Settings > Payment Types.
2. Click the gear next to the first enabled payment type and select Edit.
3. Select the QBO account to be used for payments made using the payment type.
4. Click Save.
5. Repeat for the remaining payment types.
   
   

Synchronizing Purchase Orders

Exporting your purchase orders is a simple task that can be completed on demand or automatically. To export your purchase orders in QuickBooks Online follow the steps below.

1. Navigate to Purchase Orders.
2. Select the purchase orders to export.
3. Click QuickBooks Online, then Export.

Synchronizing Invoices

Fixably automatically exports newly created invoices every 5 minutes. If you need to force an immediate export or retry exporting an invoice that failed previously, you can initiate a manual export by following the steps below.

1. Navigate to Receipts or Single Invoices.
2. Select the invoice(s) to export manually
3. Click QuickBooks Online, then Export.