QuickBooks Online Accounting Integration Setup

Please complete the following steps in the order specified below to set up the integration with HBS and QuickBooks Online.

Step 1: QuickBooks Online Setup

In your QuickBooks Online Instance, complete the following. 

✅ Enable Projects

        1. Go to the gear icon in the top right hand corner of QuickBooks.

        2. Under Your Company select Account and Settings.

        3. Select the Advanced Tab.

        4. Go to the Projects section and turn on the option that says Organize all 

            job-related activity in one place.      

✅ Enable Classes

        1. Go to the gear icon in the top right hand corner of QuickBooks.

    2. Under Your Company select Account and Settings.

        3. Select the Advanced Tab.

        4. Go to the Categories section and turn on the option that says Track Classes.

Step 2: HBS Online Setup

In your HBS Instance, complete the following.

 ✅  Connect HBS and QuickBooks Online.

        1. Click on Preferences and then Preferences from the main navigation.

        2. Click on the Accounting tab.

        3. Select your Accounting Package and then Accounting Module.

        4. Click on Connect to QBO Account.  Follow the prompts to connect to your QBO 

            instance.

        5. Check whether or not you want to use a Payable Account for Sales Tax.

        6. Check whether or not you want bills coming over as paid or unpaid.  Checking 

            Auto Pay Bill creates a bill payment record in QBO.

        7. Enter the Bank Account which is where funds are pulled from for payments.

        8. Enter the Accounts Payable account.  This is the default accounts payable  

            account which is used unless a vendor has its own AP account on their vendor      

            record which will override this default.

        9. Enter the Sales Tax Asset Account.  This account holds the Sales Tax Costs.

      10. Enter the Inventory Account.  This is the default inventory account at the

            company level.  You also have the ability to set the inventory account at the

            project level.  If it's not set at the project level, this inventory account will be used.

      11. Enter your company level default payment terms.  These can also be set at the

            vendor level and be updated on each individual PO at the Create Payment step.

Once your QuickBooks Online account is successfully connected in HBS, you'll need to complete the following tasks.

Step 3: Map Vendors

 ✅  For each vendor in HBS, you will complete the steps below.

        1. Go to the navigation menu and select Vendors.  Then Vendor Admin.

        2. Select the vendor you want to work with from the content panel.

        3. Select the vendor from your QuickBooks instance from the Accounting Vendor  

        dropdown.

        4. Then click on Save Vendor Data.

Step 4: Map Projects

 ✅  For each project in HBS, you will complete the steps below.

        1. Go to the navigation menu and then select Projects.  Then Manage Projects.

        2. Select the project you want to work with from the content panel.

        3. Select the project from your accounting system from the Accounting Project 

        dropdown menu.  Then click on Save Project.