What accounts we can connect with?
QuickBooks Online Small Business: Essentials, Simple Start, and Plus
Today we are learning how to connect your Quickbooks account to Dubsado. To start, we need to link your Quickbooks account to Dubsado so that the two applications can speak to each other. We do that by navigating to the brand settings page found by clicking the Gear icon at the top of your page. Once there go to Integrations>>Quickbooks
The next step is to actually link the account. This process is simple, especially if you already have a Quickbooks account. Click “Connect to Quickbooks” and you will be navigated to their site where you will be prompted to login to your account if you aren’t already.
After clicking "Authorize" to connect your Quickbooks account, you will be taken back to the brand settings page. Click back into the Quickbooks tab for some additional configurations we can setup for the link.
The two main options here have to do with when the invoices will export to Quickbooks. Both checkboxes will be checked by default to export the invoice to Quickbooks when the payment is received and the payment itself when payment is received. In most cases, you will leave these both checked. However, if you already sync your payment processor to Quickbooks directly, you will link payments manually, so uncheck the "sync payments option."
This option is important if you are not using a US-based Quickbooks account. The US Quickbooks is handled differently than the rest of the world. If you fall under the "rest of the world" category, make sure to select the "Non-US Locale" option.
The last option is the tax options. By default all of your Quickbooks tax items will appear in Dubsado, but if there are any that you would like to hide, remove them from this box.
Any transactions that took place before the integration would need to be manually connected under ACCOUNTING >> INVOICES by clicking CONNECT. Any transactions made after the integration will happen automatically.
"Customer ID Exists"
This may come up if you are already have a pre-existing client in Quickbooks that has a similar profile to a client in Dubsado. To get around this, you will need to edit either your Dubsado or QB client from "Jane Doe" to "Jane Doe QB" or something different like that to differentiate the two.
Applying QB Taxes
You should continue to use Dubsado tax items as normal, but you will also need to apply a global Quickbooks tax item per invoice to let Quickbooks know which tax to use. We tell Quickbooks which items are taxable based on which items have Dubsado tax items.
Updating QB Invoice From Dubsado
If you'd like to update the Quickbooks version of your invoice after making changes in Dubsado, you will need to re-connect it from the invoice list.
For Non-US Quickbooks Connections
If you are on a Non-US connection to QB, and you have items on your invoice that do not get taxes, you will need to create a new tax item in you Quickbooks account us need "exempt" tax with a 0%.