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Locate: Manage > Integrations > Account > QuickBooks
- Admin permissions or restricted permissions to access Reports & Booking Data to View Invoice and Transaction Log.
- Quickbooks Online integration enabled.
Need to activate QuickBooks Online within your account? Be sure to read the first article in this series: QuickBooks Online: Setup.
Using the IntegrationBack to top
The QuickBooks Online integration is now activated and configured for use in your account. Based on the settings we used in the previous step when a Customer makes a reservation or payment is added to a booking, an invoice and transaction will be automatically created in QuickBooks Online.
The integration is a one-way connection; information is synced from Checkfront to QuickBooks Online. All changes to transactions and bookings should be done in Checkfront.
View Transaction LogBack to top
You can check the Log in Checkfront at any time to make sure these transactions are going through successfully, without needing to check every time in QuickBooks Online.
View Invoice LogBack to top
When viewing an invoice in Checkfront, you can quickly access the associated invoice in QuickBooks Online by clicking on the View in QuickBooks link below.
Information that is Synched to QuickBooks OnlineBack to top
- BookingsBack to top
Bookings are created in QuickBooks Online as Invoices. The invoice will be populated with the item information and booking total. Please note that the taxes that are used on the invoice are calculated by QuickBooks; in order to ensure that the invoice total is accurate, you will need to ensure that the taxes configured in the two systems are the same.
- CustomersBack to top
Each invoice in QuickBooks Online is associated with a Customer. When creating the invoice, Checkfront will also create a new customer the QuickBooks account. QuickBooks Online requires that all customers have a unique display name; in order to ensure all customers have unique names, a unique identifier is added to the customer's display name. Otherwise, unrelated customers with the same name could be incorrectly associated with each other.
- PaymentsBack to top
When a payment is added to a booking in Checkfront, a matching payment will be added to the invoice in QuickBooks Online. If you would like to stop payments from being created, then you can enable the 'Don't synchronize transactions' option.
- RefundsBack to top
Payments refunded in Checkfront are synchronized to QuickBooks Online. By default, refunds are created as Credit Notes. If this is not appropriate for your business, then you can enable the option to instead use Refund Receipts. There is also an option to not synchronize refunds at all if that is preferred.
Common Issues & SolutionsBack to top
Listed here are common errors or situations you may come across when using Quickbooks Online: