- #Quickbooks desktop app connect to online software
- #Quickbooks desktop app connect to online professional
#Quickbooks desktop app connect to online software
QuickBooks is an all-in-one software and offers 2 core products – QuickBooks Online and QuickBooks Desktop. The QuickBooks product line contains a variety of solutions that may be used by anybody, from a freelancer to a small business.
#Quickbooks desktop app connect to online professional
QuickBooks allows you to quickly generate and deliver customized, professional invoices, Sales receipts, and estimates. QuickBooks gives you a 360-degree picture of your Sales, broken down by customer, product, project, and location. Many key features contribute to its appeal among small businesses. Unfortunately, the Self-Employed and desktop versions of QuickBooks do not allow for integrations, so we are unable to support a connection with them.QuickBooks is a tried-and-true Accounting application with several features. I have QuickBooks Self-Employed or the desktop version of QuickBooks. The exception is if you have multiple businesses in QuickBooks (similar to having multiple brands in Dubsado), see above. Once you connect a QuickBooks account to a brand in Dubsado, you cannot connect that same QuickBooks account to another Dubsado brand.
If you have multiple companies set up in QuickBooks, you'll be asked to specify which company you'd like to connect with as you are setting up the integration.Ĭan I connect the same QuickBooks account to multiple brands/accounts in Dubsado? Yes! The integration with Dubsado is set up on a per-brand basis. Can I connect a different QuickBooks company to each Dubsado brand? I have multiple brands in Dubsado and multiple companies in QuickBooks. You will need to manually set categories in QuickBooks. The Dubsado income category will be noted in the description of the line item when the invoice is synced. Will the income categories for each line item match up with categories in QuickBooks? If no match is found, or multiple matches are found, a new customer will be created. What happens if my Dubsado client already exists in QuickBooks as a customer?ĭubsado will try to match clients to QuickBooks customers using their email address. No, once an invoice and/or payment is sent over to QuickBooks, deleting the record in Dubsado will not remove the record in your QuickBooks account. Turn both automatic sync settings ON if you would like to sync both invoices and payments:įAQ If I delete an invoice or payment in Dubsado, will it delete the record in QuickBooks? You would like payments received through Dubsado invoices to be added as transactions in QuickBooks. you do NOT already have your payment processor synced with QuickBooks directly. Option #1 - Automatically Sync Invoices AND Payments There are three options for configuring automatic syncing with Quickbooks: Clients will still pay invoices in Dubsado using the payment processor you connected (Stripe, Square, or PayPal). QuickBooks does not become your payment processor. Invoices and payments created before you connected QuickBooks will not sync automatically. QuickBooks does not sync invoices or transactions back over to Dubsado. Invoices are automatically synced with QuickBooks after the client makes a payment, not immediately after the invoice is created. Here are some key things to know about how Dubsado invoices sync with QuickBooks: There are a few more settings you'll need to configure before the integration is set up and ready to go. If you have multiple companies in your QuickBooks account, select the one you would like to connect and click Next.Īfter completing the connection process, you'll be redirected back to the QuickBooks integration page in Dubsado. Log in to your QuickBooks account when prompted. In the upper right corner, click Connect to QuickBooks. Click on the gear icon in the top navigation bar to access your Settings.