Integrating QuickBooks Online

What you need to integrate QuickBooks Online

A QuickBooks Online Account

If you haven't signed up to QuickBooks Online yet, go to quickbooks.intuit.com and open your account.

Matching charts of accounts and tax rates

You need to make sure both your Nexudus and QuickBooks Online accounts are set up correctly before enabling the integration. Properly matching both accounts will ensure you invoice transfers run smoothly and minimize transfer errors. Simply follow our guide on Preparing Your Accounting Integration.

Integrating QuickBooks Online

Once you've met all the requirements to integrate QuickBooks Online, the integration is a simple two-step process.

Step 1. Define Settings in QuickBooks Online

Before enabling the integration on the Admin Panel, you need to edit some settings in your QuickBooks Online account.

1. Go to c34.qbo.intuit.com/qbo34/login and log in to your QuickBooks Online account.

2. Click on the cog icon in the top right corner of the page.

3. Click on Company Settings.

4. Click on the Advanced tab.

5. Untick the Automatically Apply Credits and Automatically Apply Payments checkboxes.

6. Click Save.

Now that you've edited your settings, you can enable the integration on the Admin Panel.

Step 2. Enable the QuickBooks Online Integration

1. Log in to dashboard.nexudus.com if you aren't already.

2. Click Settings > Integrations > QuickBooks Online.

3. Enable Send payments recorded in Nexudus to QuickBooks if you want to sync payments made in Nexudus to the matching invoices in QuickBooks.

4. Enable Reconcile payments made in QuickBooks with Nexudus invoices if you want to sync payments made in Quickbooks to to the matching invoices in Nexudus.

5. Select your Payments account code and Default tax code from the drop-down lists.

These must be an exact match (name and code/rate) with the accounts and tax rates you use in QuickBooks Online.

4. Enable the Use invoice period in Nexudus as the invoice date in Quickbooks toggle if you want to keep Nexudus invoice dates when transfering invoices to QuickBooks Online.

5. Enable the Automatically send invoices issued in Nexudus to Quickbooks (every 6 hours) toggle if you want to transfer Nexudus invoices to QuickBooks Online automatically.

4. Click Connect with QuickBooks.

You are redirected to the QuickBooks Online login page.

5. Log in using your QuickBooks Online email and password.

6. Click Connect to allow Nexudus to access your QuickBooks Online account for invoice transfers.

You are redirected back to the Admin Panel.

7. Click the Save Changes button.

All set! You've successfully completed the QuickBooks Online integration. You can start transferring your invoices.