A: How do I enable the QuickBooks Online Integration?
A: Click here for instructions.
Q: When I set up the integration with QuickBooks Online can I select any expense account to monitor?
A: Yes, you can select any account(s). Tip: Create dedicated accounts for triggering Client Task "Push to Client Hub". This will allow for easier tracking and reconciling of transactions pushed to Client Tasks.
Q: When I set up the integration will the current transactions posted to my selected account for Uncategorized transactions create Client Tasks in Client Hub?
A: No, only future transactions posted to the selected account will trigger a client task.
Q: Does the integration support QuickBooks Online Classes?
A: Yes. The push to Client Hub is still triggered by the mapped expense account. If Class tracking is enabled in the QuickBooks company, classes will be auto-enabled in Client Hub
Q: If I edit an existing transaction in QuickBooks Online to the selected account will this trigger a Client Task?
A: No, only newly created transactions will trigger a Client Task
Q: What types of QuickBooks Online transactions will trigger a Client Task?
A: The integration currently supports transaction types Expense, Check & Deposit.
Q: I don't think my client knows how to classify the transaction. What do you recommend?
- You can ask your clients to ignore the account choice and reply with a comment. After the client has commented, you can select the account and close the Client Task, which will update QuickBooks
- But, we don't usually recommend that -- You can have the client try to classify and if they got it right, you can leave it alone and just accept their answer. If you see that it isn't right, you can re-open the client tasks and change it before you close to send it back to QuickBooks
Q: I see the Client Task but I am not seeing the latest accounts (or classes) in the dropdown.
A: Go to the Manage Practice page and in the QuickBooks connection line, try to Refresh the connection. If that does not work, you may have to disconnect and reconnect to the QuickBooks file