Keep your billing and production teams on the same page by automatically syncing invoices and payments between your Accelo and QuickBooks accounts.
Using this guide, you can:
Imports current and historical customers from QuickBooks into Accelo
Imports tax and ledger codes for more accurate invoicing in Accelo
Syncs new invoices which are created or edited in Accelo to QuickBooks
Syncs those invoices' payments with Accelo
When an invoice is created in either system, Accelo will automatically check for a corresponding contact in the opposite system. If a matching contact is found, then we'll list the new invoice under that contact. If no matching contact is found, we'll automatically create a new contact for you. With that invoice we'll also sync several key data points, which include:
The contact's First and Last Name
The contact's Company/Client
The contact's physical Address, Email Address and Phone number
The Invoice Title and Description
Individual line item Descriptions, Subtotal, and Tax Amounts
The Tax and Ledger Codes used for each line item
Payment Amounts, Methods, Dates and recording Staff Person
Important things to note before integrating your accounts:
Connecting your QuickBooks account will begin automatically syncing new invoices which are created in Accelo to Quickbooks.
Connecting your QuickBooks account will not import any previous invoices to Accelo automatically. You will have the option to Import previous invoices manually after you've connected.
Only an Accelo Administrator is able to connect to QuickBooks
Only a Quickbooks Administrator is able to authorize the integration within QuickBooks.
To connect your QuickBooks account:
Navigate to your Integrations page by clicking your User Profile Icon in your Navigation Bar and selecting Integrations.
Locate the QuickBoks Online tab and click the Connect to QuickBooks button.
If you're not already logged in to your QuickBooks account, a window will appear, prompting you to log in to authorize Accelo to connect to your QuickBooks.
Authorize Accelo to connect to your QuickBooks account.
Once you've connected your QuickBooks Online account, you can use your connection to import your data from QuickBooks.
You'll find these import tools under the QuickBooks heading of the integrations page:
Once you've connected your Accelo and QuickBooks Online accounts, new invoices will begin automatically syncing between the two systems.
These import tools are used to import historical records from QuickBooks Online into Accelo.
Import Item and Tax Codes From QuickBooks Online:
The first, and most important import is used to import your Item and Tax Codes from QuickBooks Online. These codes will be then used by you and your team when creating invoices in Accelo, to ensure that they appear in the correct place when synced to QuickBooks.
The company import is used to import customer records from QuickBooks Online.
Company import includes:
Now that you've connected your Accelo and QuickBooks Online accounts, new invoices will begin to automatically sync between the two systems.
Accelo offers several options for customizing how that sync occurs:
Pull new invoices created in QuickBooks:
Accelo's QuickBooks Online integrations works by automatically syncing invoices created in either Accelo or QuickBooks with the other system. This option allows you disable the sync of new invoices from QuickBooks Online to Accelo, making it a one-way sync.
Push Projects As A Sub-Client:
When an invoice is synced from Accelo to QuickBooks Online, the invoice is listed under the corresponding customer in QuickBooks Online. This option will instead cause the invoice sync to create a new sub-customer under the corresponding customer, and list the project's invoice there. This option is great for projects with lots of invoices, or for keeping your invoices organized.
Payments must be entered in QuickBooks in order to sync with Accelo. Once the payment has been entered in QuickBooks, it will automatically sync to Accelo, under the corresponding customer and invoice.
Payment sync will include:
Please note - Overpayment is not supported. Credits from overpayments made in QuickBooks will not sync to Accelo.