What is the QuickBooks Online integration?
You can sync Invoices and Estimates created within your Office menu with your QuickBooks Online account.
IMPORTANT: The sync is one way only, from the platform --> QuickBooks. This means that Invoices, Estimates, Items, Contacts, etc. that you create in the platform will be replicated in QuickBooks Online. However, anything that you create in QBO will not be replicated in your platform account.
How do I set up the QuickBooks Online integration?
To get started, navigate to Flyout Menu > Integrations.
Once connected, all Invoices and Estimates that are created within your platform account will be automatically created in your QBO account. Additionally, any Invoice payments that are tracked inside of your account will be reflected in the Payment History of your QBO account.
How do I set a Tax as "Tax-Free" and still sync to QuickBooks?
QuickBooks does not have an automatic Tax reference for Items with no Inline Tax by default.
If you want to create an invoice with both taxable Items(Inline Tax) andnon-taxable Items(Tax applied at the end), you'll need to follow this tutorial to create aGeneral Taxfor instances where you want the Tax to be applied to the general Invoice only:https://quickbooks.intuit.com/learn-support/en-us/sales-taxes/set-up-your-sales-tax/00/186391You will need to add in QuickBooks a Rate per Tax - type GST - with the name Custom Tax Integration and Value 0.This will create a reference for all the non-taxable Items in your Invoice to default to Value 0 in QuickBooks.