QuickBooks Online Integration Setup

AccuLynx QuickBooks Online integration automatically updates your QuickBooks Online Customers and Invoices as you use AccuLynx.

As you edit Customer Information like Name, Address and Contact Information in AccuLynx, those changes are automatically updated in QuickBooks Online. Furthermore, as you "Record" AccuLynx Contract Worksheets, Invoices are automatically created in QuickBooks Online. 

We currently only connect to QuickBooks Online Plus or QuickBooks Online Advanced. Requires Location or Administrator Role to access this area. This feature can be turned on for an additional cost.

1. Click your name at the top right and choose Account Settings.

2. Expand Add-On Features and Integrations and select Add-ons.

3. Select the Enable option for QuickBooks Online.

4. Check the box at the top to turn this feature on (may incur an additional charge, shown at the bottom of this screen).

5. Setup

6. Configuration Settings 

(You can choose how you want Customer and Job Names to be formatted when they are sent over to your QuickBooks. Also, you can select when this information is sent.)

• Customer Name: The first option will display the Customer's Name, followed by the Customer's Number in parenthesis. The second option displays the Customer's Name, followed by the Customer's Number after a dash. You also have the option to use the Company Name Field as the Customer Name if it is available.
• Job Name: The first option will give it the AccuLynx default Job Number with prefix, while the second option will prioritize a custom Job Name entered on the Job over the AccuLynx Job Number. (Note: If a custom Job Name is not entered, the default AccuLynx Job Number will be sent instead.)
• Send Data: You can choose to send the Job information when you Record your Contract Worksheet (the Job must be in the Approved Milestone first). You can also choose to send over Job Information when the Prospect becomes Approved.

7. Permission Settings

• Choose who can delete any Payments that have synced from QuickBooks.
• Choose who can sync a Prospect to QuickBooks.
• By default Location and Company Administrators have this option enabled. If you would like another Role inside of AccuLynx to be able to perform this action, simply check the box next to that Role.

Note: You must have "Track expenses and items by customer" turned on in your QuickBooks Online Account.