Setting Up QuickBooks Online (QBO) and Billing Manager Integration
- In Extensiv Hub, open the Accounting Integration.
- Click on the Setup Integration button of the Extensiv Billing Manager and Quickbooks.
- Create a name for this integration.
- Connect your Extensiv Billing Manager account by clicking Add New Extensiv Billing Manager Account. Then, click Connect Now to establish the connection.
- Connect your Quickbooks account by clicking Add New Quickbooks Account.
- Enter the Account Name of your QBO account. You can give any friendly nickname to the account.
- Click Connect Now.
- In Quickbooks, select a company you wish to connect with this integration. You will be prompted to log in first if you are not logged in yet.
- After connecting both accounts, click on Click to Proceed to fetch the options for the mapping fields from Extensiv Billing Manager and your Quickbooks account.
- Choose default values.
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QuickBooks Default Invoice Service Item - This ensures any potentially unmapped services have a place to land in QuickBooks when publishing invoices.
- QuickBooks Default Invoice Tax Code - Not required.
-
QuickBooks Default Invoice Service Item - This ensures any potentially unmapped services have a place to land in QuickBooks when publishing invoices.
- Choose an Invoice Sync Start Date. This allows any Billing Manager invoices that you have published in the past to sync to your QuickBooks account.
- Choose the Extensiv Billing Manager Enabled Fields.
- Transaction Types
- Charge Categories
- Click Save Mapping.
- Map all the fields one by one according to your requirements.
- To create a new mapping, click the Add icon.
- In the Add Field Mapping modal, specify the details of the mapping.
- Click Save or Save and Add Another.
- Extensiv recommends mapping transaction types and charge categories to your products and services in QuickBooks Online before attempting more complex mappings.
- Ensure each additional field used in the mapping has a corresponding input in all mappings created. For instance, if you create classes for one mapping, you should assign all mappings to a class.
- If transaction types and charge categories do not provide enough detail for mapping revenue to your chart of accounts in QuickBooks Online, you can include the charge label in your mappings.
- You can multi-select for each mapping field (warehouse, class).
Example:
Wh12. When complete, click Save Mapping.
Flows
Once the setup is complete, you will be taken to the Integration Flows page, which outlines the supported flows within the connector. Here, you can toggle the flow you wish to activate or deactivate for use in the connector.
When the setting is enabled, the system will require some time to process or retrieve the necessary data to prepare the account or connection for use.
Connection/Configurations
View the accounts connected and update the configurations as desired.
Logs
This tab displays the synchronization status of invoices that are set to transfer from the Billing Manager to QuickBooks. You can monitor the status of invoices here, whether they are pending, processing, or if there are any errors.