Quickbooks online: Setup accounting integration

Please read the overview article before completing these steps: Quickbooks online: Overview

 

Introduction
Read and complete the steps below.

Before you start the integration it is important to link your nominal codes

Link nominal codes to Commusoft

Choosing your package
Read and complete the steps below.

  1. Click on the settings icon in the top right corner and click Company settings



  2. In the section labelled Integrations click Accounting interface



  3. You will see a page where you can select the accounting package. Click Quickbooks and click Choose package in the bottom right



  4. You will be redirected to Quickbooks and you may need to login, enter your Quickbooks credentials and click Login

  5. Then you will see a page where you will need to allow Commusoft access to your Quickbooks account. Click Authorise

  6. You will be redirected back to Commusoft

Completing setup and preferences
You will now be asked to complete setup and a series of preferences. Follow all the steps carefully, ensuring you read all information provided.

  1. You will be asked whether you would like to import your customers and suppliers from Quickbooks into Commusoft.

    Select Yes or No and click Next step

    If you do not have a value in the title field Commusoft will automatically place the first one in your list in system settings into this field.



  2. Read the information and tick the box to confirm your selection, then click Next step



  3. You will be asked what date you would like the import to start from. 

    You can select the date you started using Commusoft, or you can select any date, today, past, or future.

    You may want to backdate your accounting integration to the beginning of the current quarter, or the beginning of your financial year,

    You may want to select the current date so that moving forward all accounting information will be synced,

    You may want to select a date in the future for the beginning of the next quarter or the next financial year.

    Select your choice and click Next step


     
  4. Read the information and tick the box to confirm your selection, then click Next step



  5. You can now select when you want Commusoft to send data to Quickbooks. You can select from Automatically (every two hours) or Manually (when you click the Send data button)

    Please note if you choose automatic, you can still manually sync Commusoft and Quickbooks by clicking the Send data button at any time you wish

    Select your choice and click Next step



  6. Read the information and tick the box to confirm your selection, then click Next step



  7. The accounting integration has now been setup and you will see this confirmation page. Read the information carefully and click Close.



  8. You will now see the accounting integration dashboard. 

    You will have some data in the waiting to be sent box. This means that data is ready to send to Quickbooks, you can click the Send data now button to send the data from Commusoft to Quickbooks


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