QuickBooks Online Integration Setup
How to Access the QuickBooks Online Integration
To integrate your QuickBooks Online account with your Helcim Account click on Integrations and QuickBooks Online Settings.
You need to have your QuickBooks Online account setup before you can integrate your Helcim Account with QuickBooks online.
Next, click on Login to QuickBooks Online to get started.
- You will be redirected to QuickBooks Online where you will need to login using your QuickBooks credentials
- Click on
Authorize
You will now be redirected back to your Helcim Account. Choose your default settings for the integration based on your QuickBooks setup.
To find the settings referenced above, login in to your Quickbooks Online account and click on the Settings icon and then on All Lists.
Next, you will want to select click on Charter of Accounts in your QuickBooks account.
On this screen, confirm which account you would like to use for your Income, Assets, and Expenses and ensure these settings match the settings in your Helcim account.
Click on Save in your Helcim account to apply the changes once you have confirmed your settings.
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:
- Customers
- Products
- Orders
Due to QuickBooks limitations, transactions (payments) cannot be imported
When exporting data follow this order:
- Customers
- Products
- Orders
- 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.