Integrating QuickBooks Online
  • 05 Apr 2022
  • 1 Minute to read
  • Comment

Integrating QuickBooks Online

  • Comment

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.

Nexudus only integrates with QuickBooks Online.

Matching Charts of Accounts & 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.

  2. Log in to your QuickBooks Online account.

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

  4. Click on Company Settings.

  5. Click on the Advanced tab.

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

  7. 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 in Nexudus

  1. If the navigation menu isn't visible, click the menu icon in the top left corner of the page.

  2. 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.

  1. Click Connect with QuickBooks.

You are redirected to the QuickBooks Online login page.

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

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

You are redirected back to the Admin Panel.

  1. Click the Save Changes button.

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


Was this article helpful?