The Quickbooks Online integration will allow you to export any existing invoices from 17hats into QuickBooks Online. New invoices get automatically synced to QuickBooks Online and then, any payments that are applied will also get synced. This will allow you to have all your financial data in one place.
Please note that this integration is currently only available to users inside the United States, Canada, and the UK.
Connecting to QuickBooks Online
Simply navigate to "Account Settings > Integrations". Then press the "Connect to QuickBooks" button and you will be redirected to QuickBooks Online where you will be requested to enter your QuickBooks Online login information.
Once connected, you may click on the "Import Invoices" button (from within your account settings):
You can select individual invoices or choose all and press the "Sync" button to add them to QuickBooks. It may take a few minutes for Invoices to sync to QuickBooks Online. Invoices that have synced to QuickBooks Online will be green. Unsynced Invoices will be gray and display "Needs Sync."
From this point forward, all new invoices will be synced automatically. The above screen is for importing any older invoices if needed.
Invoices will not be synced to QuickBooks Online when in draft status. You must send the Invoice (or mark it as sent) for the sync to occur.
You may view the invoice in QuickBooks Online by navigating to the invoice in question and pressing the "View Invoice in QuickBooks" link:
Doing this will open QuickBooks Online in a new tab and display the invoice. If a payment is received in 17hats, it will also show in QuickBooks.
Please note that expenses will not sync to QuickBooks Online, and all banking/bookkeeping should be managed directly within QuickBooks Online.
QuickBooks Online Required Settings and Practices
Invoice numbers and Payment reference numbers must be 21 characters or fewer to be stored in full in QuickBooks Online.
If an invoice number is longer than 21 characters, it will be truncated into the form of <first 5 characters>...<last 13 characters>
Products and Services in 17hats must have unique Display Names (read more about Display Names here). If you have two different Products in 17hats with the same Display Name, they will be treated as the same product inside QuickBooks Online.
Products that use Tokens in a Display Name will be sent to QuickBooks Online with the Token information populated. This means each time the Product is used in 17hats, a unique Product will be created in QuickBooks Online. For example, you could have "Photography Session for [% contact.first_name %]" as your Display Name. This would create "Photography Session for Bob" and "Photography Session for Sarah" as different Products in QuickBooks Online.
Contacts must have unique names in QuickBooks Online. 17hats is able to differentiate between two different John Brown clients based on email addresses, but QuickBooks Online is not. If two Contacts in 17hats have the same name, QuickBooks Online may apply payments incorrectly.
If you accept tips in 17hats, you must also enable tips in QuickBooks Online. Read more about tips in QuickBooks Online here, and you may turn the tips setting on in QuickBooks Online here. If you do not enable tipping in QuickBooks Online, tip payments will not be applied correctly to your invoices and may appear as "unapplied" income.
You must enable "Custom Transaction Numbers" in QuickBooks Online when syncing with 17hats. This ensures that Invoice numbers in 17hats and QuickBooks Online will match. You may update the setting here.
If an Invoice Number is created in 17hats that already exists in QuickBooks Online, that Invoice will not sync to QuickBooks Online.
If you change settings in QuickBooks Online, you must disconnect and reconnect the integration in 17hats.
QuickBooks Online Integration for Canadian and UK Members
QuickBooks Online does not have Tipping Settings for Canadian Members
Every product must be taxable, even if it is exempt or taxed at 0%. You must have these tax rates in 17hats and apply them to invoices in 17hats.
Your tax rates in 17hats must be named the same as those in QuickBooks Online. Otherwise, your sales tax reports will be incorrect.
QuickBooks Online: https://quickbooks.intuit.com/online/
* This feature may not be available on all plan types.
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