Quickbooks Online

Here’s everything you need to know about the QBO integration and how it works with the Alternative Payments platform.

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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 Quickbooks Online. Once the integration is connected, a dropdown menu will appear in the Integrations section and partners can select the bank account in Quickbooks Online where they want invoice payments to be recorded.

Note: we recommend selecting the same bank account that is connected to Alternative for payouts.

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Overview of synced items

The following items are synced when the Quickbooks Online integration is connected:

Sync Item	Sync Frequency
Invoices	Real Time
Customers	Real Time
Payments	Real Time
Deposits	Real Time
Archiving invoices	Real Time
Archiving customers	Real Time
Delete Payments	Real Time
PDF Invoices	Real Time

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Quickbooks Online sync details

Item	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.
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.

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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.

1. 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.

1. Verify your phone number Either verify your phone number or select ‘Skip for now’ to continue with the integration setup.

1. Set Up Accounts

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Bank Account Connected to Quickbooks Online

When new partners integrate with QBO, deposit creation is disabled by default. This default setting assumes that partners prefer to manually reconcile deposits using QBO's AI capabilities, particularly when their bank account is connected to QBO via Plaid. Below are the options available for managing reconciliation:

• Manual Reconciliation (Default): If your bank account is connected to QBO via Plaid and you prefer to manually reconcile deposits using QBO's AI:

  • No action is required. You do not need to select a bank account for deposits or enable the deposits toggle.

• Automatic Reconciliation (Optional): If you prefer QBO to automatically reconcile deposits:

  • Select a bank account for deposits within your integration preferences.

  • Enable the "Create Deposits" toggle.

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Bank Account Not Connected to Quickbooks Online

For partners who do not have their bank account connected to their Quickbooks Online, deposits must be manually sent. To enable this:

• Click on Set Up Accounts and Select a bank account deposit dropdown in the Integrations section of the dashboard.

• Enable the Create Deposits toggle: Within the Quickbooks Online module, click the three dots and select Preferences. Enable the toggle and click on Confirm.

You’re all set!

Now, you’ll be able to see all your synced invoices from your Quickbooks Online account.

Read more:

• How to add your billing link to your Quickbooks Online invoice and email templates

• How to disable Quickbooks Online Payments