How to integrate with Quickbooks Online

Tristin Himes -

 

First, make sure that you have either QuickBooks Online Essentials or QuickBooks Online Plus. The lowest level, QuickBooks Online Simple Start, will not perform all of the functions you need or be able to import all of the critical information from Snapdocs and therefore is not sufficient for this integration.

 

QuickBooks and SnapDocs: The Step-by-Step Integration Guide 

Step 1: Log into your QuickBooks Online account.

Step 2: Log into your Snapdocs account in separate tab.

Step 3: Click on Admin in the upper right-hand navigation and then click on Accounting Tools.

Step 4: Click on QuickBooks Online from the left-hand navigation.

Step 5: Click the big button on the top right, Connect to QuickBooks.

Step 6: A box will pop up – click Authorize the Connection.

Step 7: Next a box with the QuickBooks Online settings will pop up. In the Bill Account field, SnapDocs pulled in your chart of accounts from QuickBooks, just select any option from the list (ie: sales).

Step 8: Again, choose any option from the list in the Product/Service field (ie: sales).

Step 9: Choose your vendor terms (e.g., net 30).

Step 10: Choose your customer terms (e.g., net 15).

Step 11: In the Sync After field choose the date you want to start importing data from Snapdocs into your QuickBooks. 

Step 14: Click Save.

Step 15: Click the big blue Sync data with QuickBooks Online button to import your data from Snapdocs into Quickbooks. Click this button every time you want to transfer your latest data from Snapdocs to QuickBooks. When importing, Snapdocs only transfers the data for the orders that have already been marked as complete.

 

Related articles:

General Information: Quickbooks Online Integration

Why integrate with Quickbooks online?

Quickbooks online FAQs

Solving common Quickbooks sync errors

Quickbooks and VendorPay

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