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QuickBooks Desktop Integration Setup

How to Access the QuickBooks Desktop Integration

If you use QuickBooks for Desktop you can integrate QuickBooks with your Helcim Account. To setup the integration, click on Integrations and QuickBooks Desktop Settings.

You need to have your QuickBooks Desktop account setup before you can integrate your Helcim Account with QuickBooks.

You will need to select the default settings that you want to use based on how you have your QuickBooks account setup. Continue completing the text boxes based on your preferences. Click on Save to apply your changes. Next, click on Tax Accounts under the QuickBooks Desktop menu. Now enter your tax settings:

  • Create a default option so unclassified taxes are sorted to that category
  • For each Region/Province/State, you can add a Tax Account name (see the example below)
  • When Exporting Orders to QuickBooks Desktop, taxes will appear as line items, posted to the appropriate account

How to Import and Export Your Data

Import refers to moving data from QuickBooks to Helcim and export refers to moving data from Helcim to QuickBooks.

You will need to import your data in the following order:

  1. Customers
  2. Products
  3. Orders

Due to QuickBooks limitations, transactions (payments) cannot be imported

When exporting data follow this order:

  1. Customers
  2. Products
  3. Orders
  4. Transactions

For the data to be properly read and understood by QuickBooks, you need to ensure that you import your data from QuickBooks to Helcim, then export your changes from Helcim to QuickBooks or QuickBooks will be unable to recognize the changes and additions to data. For example: A customer created in Helcim's Customer Manager cannot be exported into QuickBooks, but a customer created in QuickBooks can be exported into Helcim where you can then edit and update the customer information before exporting the customer profile back into QuickBooks.

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QuickBooks Online Integration Setup

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