Integration with QuickBooks Online

  • About the Client Hub Integration with QuickBooks

    The Client Hub integration with Quickbooks is designed to streamline the process for resolving uncategorized expense & check transactions in QuickBooks. With a Pro level subscription to Client Hub, Client Hub Admin users can connect a Client Hub workspace to a QuickBooks Online company accou...
  • FAQ's -QBO Integration

    A: How do I enable the QBO Integration? A: To enable the Integration you must first upgrade your account to the Pro version from the Manage Practice Page. Click here for instructions. Q: When I set up the integration with QBO can I select any expense account to monitor? A: Yes, you can select ...
  • How to set up the Client Hub integration with QuickBooks

    Setting up the Client Hub integration with QuickBooks only takes a few minutes. We suggest that you make sure you are logged out of QuickBooks in your browser before proceeding with the setup. Note: Your firm must have a Pro level subscription to Client Hub, you must be a Client Hub Admin user ...
  • How to Trigger a Client Task from QuickBooks (Uncategorized Transactions)

    Client Tasks for Uncategorized expenses are auto triggered for new QBO transactions when you follow these instructions: Create a new Expense or Check transaction in QuickBooks (integration does not currently support transaction type Bill or Journal Entry) In the Category field select the name of...
  • QB Audit Log - How to set up integration to track changes from Client Hub

    The Audit Log in QuickBooks keep track of who, when and what changes were made to transactions. In Client Hub, activity related to Client Tasks is recorded as System Bot message (displayed by default in the Conversations panel). As an accounting professional, it's often necessary to view the Aud...
  • QBO transactions not showing up as Client Tasks

    There are several reasons why your transactions don't show up in Client Hub as Client Tasks, below is a list of common causes: The transaction type in QBO is not supported by the integration, only transaction types "Expense" and "Check" will push to Client Tasks in Client Hub You edited an exist...