Here’s everything you need to know about the QBO integration and how it works with the Alternative Payments platform.
Quickbooks Online is available for partners to use in conjunction with their Alternative Partner Dashboard to sync invoices to our platform and auto-reconcile invoice payments back to QBO. Once the integration is connected, a dropdown menu will appear in the Integrations section and partners can select the bank account in QBO where they want invoice payments to be recorded. Note, we recommend selecting the same bank account that is connected to Alternative for payouts.
Overview of synced items
The following items are synced from QBO to Alternative when the integration is connected:
Quickbooks Online sync details
|Invoice Status Update
|Invoice status updated in QBO will sync back to Alternative and vice-versa via two-way sync
|Changes to Unpaid Invoices
|Changes to any unpaid invoices (amount and due date) in QBO will sync to Alternative. Any changes to unpaid invoices in Alternative will not sync back to QBO
|Partial Invoice Payments
|Any partial invoice payments/credits applied in QBO will reflect in the outstanding balance of the invoice in Alternative Payments
|Customer Created in Alternative
Any customers created in Alternative do not sync to QBO.
|Invoices Created in Alternative
|Any invoices created in Alternative do not sync back to QBO. When a payment is received, a payment is created in QBO. When a payout is sent, a deposit is created in QBO.
|Deleted Invoices and Customers
|Any invoices and customers that are deleted in QBO are archived in the Alternative partner dashboard. Archived invoices and customers in Alternative are not deleted in QBO.
How to connect Quickbooks Online to your Partner Dashboard
Connect your Quickbooks Online to make reconciliation easy by following these steps:
1 | Navigate to Integrations and then click Connect
Within your Partner Dashboard, select ‘Integrations’ and then select ‘Connect’ under the Quickbooks module.
2 | Enter in your Quickbooks Online credentials
Log into your Quickbooks Online account by either signing in with Google or manually entering in your email and password.
3 | Verify your phone number
Either verify your phone number or select ‘Skip for now’ to continue with the integration setup.
4 | Select the account for deposits
From the dropdown, select the applicable account where you want to record any deposits for payments made through Alternative.
5 | You’re all set!
Now you’ll be able to see all your synced invoices from your Quickbooks Online account.