QuickBooks Online: Difference between revisions
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* After completing the integration, the '''QuickBooks Online''' module will be added to the [[Integrations#Accounting|'''Accounting''' group]]. | * After completing the integration, the '''QuickBooks Online''' module will be added to the [[Integrations#Accounting|'''Accounting''' group]]. | ||
* The '''QuickBooks Online''' module will display the transactions that are ready to export to QuickBooks Online as well as a history of previous exports. | * The '''QuickBooks Online''' module will display the transactions that are ready to export to QuickBooks Online as well as a history of previous exports. | ||
* To select the QuickBooks Online accounts used by Fishbowl | * To select the QuickBooks Online accounts used by Fishbowl Drive, click '''Account Mapping'''. | ||
* To export the current transactions, click the blue '''EXPORT''' button. | * To export the current transactions, click the blue '''EXPORT''' button. | ||
* If the current transactions are '''Marked as posted''', they will not be exported to QuickBooks Online. This should only be done after consulting with an accountant. | * If the current transactions are '''Marked as posted''', they will not be exported to QuickBooks Online. This should only be done after consulting with an accountant. | ||
Revision as of 14:17, 7 December 2022
- Fishbowl integrates with QuickBooks Online Plus and QuickBooks Online Advanced.
- To connect to QuickBooks Online, open the Integrations market and click the green Connect to QuickBooks button tp approve the integration with your QuickBooks Online account.
- After completing the integration, the QuickBooks Online module will be added to the Accounting group.
- The QuickBooks Online module will display the transactions that are ready to export to QuickBooks Online as well as a history of previous exports.
- To select the QuickBooks Online accounts used by Fishbowl Drive, click Account Mapping.
- To export the current transactions, click the blue EXPORT button.
- If the current transactions are Marked as posted, they will not be exported to QuickBooks Online. This should only be done after consulting with an accountant.
- Fishbowl Drive supports LIFO, FIFO, Average, and Actual costing methods. For more information, see Costing Methods.