The Client Hub integration with QuickBooks Online is designed to streamline the process of resolving uncategorized expense & deposit transactions in QuickBooks Online.
Client Hub Admin users can connect a Client Hub workspace to a QuickBooks Online company account and specify the accounts they want to monitor. Each time a NEW expense or deposit transaction is posted in QuickBooks Online using the monitored account(s) in the line item details, it will automatically trigger an item in the QuickBooks Item card in the client workspace.
- Expense transactions (2-way sync with QuickBooks): For Expense and Check transactions, clients can select the appropriate expense account and class (optional) in the fields provided. The client can also add comments in the panel located on the left to provide more information about the transaction. Once the client submits their response the status of the item changes to Answered. Once you review the response and click the close button, the status of the item changes to Closed and Client Hub syncs the Recategorization back to QuickBooks Online.
- Deposit Transactions (1-way sync with QuickBooks): For the Deposit, transactions, clients will have a text box to provide you with details related to the deposit transaction. Once the client responds and the status of the item changes to Answered, you will see a Go to QuickBooks button which will take you back to the transaction in QuickBooks so you can update it. Once you update the transaction in QuickBooks you can close the item in Client Hub
Click here to learn how to set up the integration with QuickBooks Online
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