Connect QuickBooks

Send invoices and payments to QuickBooks Online, or hours and invoices to QuickBooks Desktop.

3 parts · 1 minBillingFor the office

The lesson plays on a sample agency, so nothing you do in it changes anything. Open any item in the lesson's panel to read about it, and press See how to watch it done.

What this lesson covers

Everything the lesson says, part by part.

  1. 1

    On the way: Settings is in the sidebar.

    This is Settings

    How your agency works: billing, payroll, your connections to other services. Each area has its own tab.

    In the sidebar under Settings.

    On this page

    Payment IntegrationsQuickBooks, Stripe, Square, PayPal

    QuickBooks and the card processors are connected on the Payment Integrations tab.

    See how jumps ahead to part 2: QuickBooks Online.

    QuickBooks DesktopThrough Intuit’s Web Connector

    Pro, Premier and Enterprise connect through the Web Connector, on the same tab.

    See how jumps ahead to part 3: QuickBooks Desktop.

    Read the guide
  2. 2

    On the way: QuickBooks is connected from Settings.

    QuickBooks Online

    Once connected, your invoices and payments go to QuickBooks so your books match without typing them twice.

    Settings, then Payment Integrations.

    On this page

    What it sendsInvoices and payments, on a schedule

    Turn on what to send, choose how often, and Sync Now sends it straight away. Account Mapping says which QuickBooks accounts they land in.

    See how shows:

    1. QuickBooks Integration Test Connection checks it is still connected.
    QuickBooks DesktopPro, Premier and Enterprise

    QuickBooks Desktop connects a different way, just below.

    See how jumps ahead to part 3: QuickBooks Desktop.

    Read the guide
    Taking card paymentsStripe, Square or PayPal

    Connect Stripe, Square or PayPal on this tab so clients can pay an invoice by card.

    See how shows:

    1. Stripe Integration Payments made this way are recorded for you.
  3. 3

    On the way: QuickBooks Desktop is just below.

    QuickBooks Desktop

    For Pro, Premier and Enterprise. It connects through Intuit’s Web Connector, on the computer that holds your company file.

    Settings, Payment Integrations, under QuickBooks Desktop.

    On this page

    Set it upInstall the Web Connector file

    Set up QuickBooks Desktop gives you a file to add to the Web Connector. After that it collects what AveeCare has waiting each time it runs.

    See how shows:

    1. Set up QuickBooks Desktop Run it on the computer with your company file.
    Read the guide
    Match your pay codesEach code to a QuickBooks payroll item

    Once connected, point each pay code at one of your QuickBooks payroll items, so hours arrive under the right one.

    See how shows:

    1. Payroll items The matching sits on this card once it is connected.

At the end

Now you know how AveeCare reaches QuickBooks

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