Integrating QuickBooks with 6Storage provides you with tools for accounting, inventory, invoicing, payments tracking and more. To learn how to integrate 6Storage with QuickBooks, please continue reading this article.
Head over to Settings > Integration > Accounting Software. Click QuickBooks.
The Quick guide tab tells you about the software and its limitations. Click on the Authenticate tab.
Login with your QuickBooks credentials to connect your QuickBooks account.
Once you’ve logged in, the page will appear like this:
The Synchronize tab incorporates Chart of accounts, Payment methods, Products/Services and Tax mapping that allows you to synchronize your existing data.
Chart of accounts consists of an overview of all your accounts in your general ledger and helps in organizing your financial transactions. It involves sections such as Asset Accounts, Liability Accounts, Equity Accounts, Revenue Accounts and Expense Accounts.
Payment methods – Accounts tab allows you to select the payment methods and accounts that need to be in sync with the QuickBooks account.
As you select the accounts and payment methods and the click Save, you can see the green tick implying that the sync was successful.
Payment methods tab contains the different payment types enabled in your account for which you can have a track here. All the payment methods such as credit/debit cards, online banking and cash payments will be recorded and synced automatically.
Product and Fees/Services tab allows you to add merchandise products and services based on your tracking preferences. Select the checkboxes for each product/service you need to sync and then click Refresh.
As you hit sync and refresh, all the line items will be synced, and a success icon will be shown in the Sync column.
Tax mapping implies syncing the tax settings between your 6Storage account and your QuickBooks account. The dropdown under Taxes in 6Storage lists down the taxes you have added in your 6Storage account.
The dropdown under Taxes in QuickBooks lists down the taxes you have added in your QuickBooks account. As you select the taxes and click Sync & Refresh, the integration part is completed.
To pull your data in reports, go to the Reports section from the side navigation menu, and click Accounting Software Integration Report.
To fetch the report, select location, building, and select time period from the date picker. The Search by filter implies the criteria, whether you want to fetch search results sorted by Tenants, Invoices or Payments, from which you can select one. Then select the status from the dropdown as Synced, Non-synced or select All. Click Get Report.
Once the results are fetched, you can have a clear view on the list of transactions that are synced and non-synced.
Select the entries that you want to sync by clicking the checkbox and select the sync option as Resync and then click Apply.
Now the selected entries will be synchronized and a pop-up confirmation on the same will be displayed.
With this, your payments are successfully synced. You can always visit this Accounting Software Integration report to fetch data as well as to check non-synced payment and re-sync them.