Item Sync with Quickbooks Online

Pull in all the Products/Services you use in Quickbooks for a seamless invoicing experience.

Using this guide, you can:


 

Where are my Quickbooks Products/Services?

In Quickbooks, your Services are also part of what is called Products. Accelo can import in all your Services from your Products and Services list.

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You can access your lists by clicking on the Gear Icon at the top right of the page, which will expose your options shown in the screenshot above.

Once your list is accessed, you’ll see there are a number of fields in common with Accelo, though the terminology is slightly different.

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It should be noted that we don’t pull all Quickbooks Products & Services fields into Accelo. Here are the fields we pull in, and which ones we match it to.

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We use:

  • Taxable - To figure out if the item should use the a tax code with a 0% tax rate
  • SalesTaxCodeRef - US only, the actual tax rate to use
  • IncomeAccountRef - The Ledger id to use for Invoices
  • ExpenseAccountRef - The Ledger id to use for Purchases

We pull in:

  • Id - To maintain a link between the systems for sync.
  • Type - To set the Accelo type to Material (Item) or Service
  • Sku - Which matches the Accelo code
  • Name - Accelo title
  • Description - Accelo description
  • Active - Will be either active or inactive in Accelo
  • UnitPrice - For Accelo Sale Price
  • PurchaseCost - For Accelo Purchase Price

 

Importing Services

We try to make Importing your Services quick and efficient in Accelo. In order to perform any imports, be sure you have already previously made the necessary Quickbooks connection.

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To import your Products/Services:

  1. Hover over your User Icon, at the top right.

  2. Click the Integrations link.

  3. Click the Quickbooks Online button.

  4. Click the Import button for Products and Services listed above.

It may take a couple of minutes for your Services & Products to roll in, but after that you’re all good to go! Remember, your Products (Materials/Items) and Services can be renamed in Accelo to however you wish.

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