Quickbooks Online Sync

QuickBooks Online Sync System Walkthrough

1. Connect QuickBooks Account 0:21

• Click the button that says Connect QuickBooks account.
• Log in to your QuickBooks account.
• Close the login window and refresh the page to see connection options.

2. Choose Mapping Options 0:40

• Decide how to map customer accounts:
  • Map to individual customer accounts.
  • Map to a single generic account if less data is needed.

3. Customer Creation Settings 1:03

• Choose whether QuickBooks should automatically create customers if they do not exist.

4. Mapping Lemonyware Accounts to QuickBooks Customers 1:36

• Map all Lemonyware accounts to QuickBooks customers:
  • Search for the customer name in QuickBooks.
  • Select the corresponding Lemonyware account and click apply mapping.

5. Price Breakdown Options 2:20

• Decide whether to break down prices:
  • If not breaking down, map to a default QuickBooks product.
  • If breaking down, specify where to send each line item in QuickBooks.

6. Custom Descriptions 3:10

• Add a custom description for invoices:
  • Use static text (no variables from Lemonyware).
  • Copy and paste desired fields into the description.

7. Invoice Terms Configuration 4:02

• Set invoice terms (e.g., 30-day, 90-day) for QuickBooks invoices.

8. Sales Receipt Configuration 4:14

• Decide whether to submit settled trips to QuickBooks:
  • Enable if you want to push settled trips as credit card payments.

9. Default Customer Account 4:47

• Specify a default QuickBooks customer account if needed.

10. Conclusion and Questions 4:57

• Review the overview of the QuickBooks Online Sync.
• Reach out with any questions.