QuickBooks Online Sync System Walkthrough
1. Connect QuickBooks Account 0:21
- Click the button that says Connect QuickBooks account.
- Log in to your QuickBooks account.
- Close the login window and refresh the page to see connection options.
2. Choose Mapping Options 0:40
- Decide how to map customer accounts:
- Map to individual customer accounts.
- Map to a single generic account if less data is needed.
3. Customer Creation Settings 1:03
- Choose whether QuickBooks should automatically create customers if they do not exist.
4. Mapping Lemonyware Accounts to QuickBooks Customers 1:36
- Map all Lemonyware accounts to QuickBooks customers:
- Search for the customer name in QuickBooks.
- Select the corresponding Lemonyware account and click apply mapping.
5. Price Breakdown Options 2:20
- Decide whether to break down prices:
- If not breaking down, map to a default QuickBooks product.
- If breaking down, specify where to send each line item in QuickBooks.
6. Custom Descriptions 3:10
- Add a custom description for invoices:
- Use static text (no variables from Lemonyware).
- Copy and paste desired fields into the description.
7. Invoice Terms Configuration 4:02
- Set invoice terms (e.g., 30-day, 90-day) for QuickBooks invoices.
8. Sales Receipt Configuration 4:14
- Decide whether to submit settled trips to QuickBooks:
- Enable if you want to push settled trips as credit card payments.
9. Default Customer Account 4:47
- Specify a default QuickBooks customer account if needed.
10. Conclusion and Questions 4:57
- Review the overview of the QuickBooks Online Sync.
- Reach out with any questions.