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Note: This is only for BOLD Front Office clients only.
QuickBooks is an accounting software package developed and marketed by Intuit. QuickBooks products are geared mainly toward small and medium-sized businesses and offer on-premises accounting applications as well as cloud-based versions that accept business payments, manage and pay bills, and payroll functions.
Intuit also offers a cloud service called QuickBooks Online (QBO). The user pays a monthly subscription fee rather than an upfront fee and accesses the software exclusively through a secure logon via a Web browser. Intuit provides patches, and regularly upgrades the software automatically, but also includes pop-up ads within the application for additional paid services. (Source: Wikipedia)
Avionté has an integration available for use with QuickBooks Online (QBO). Unlike the desktop version, you won’t download the timesheet report to your computer then load it to QuickBooks. Instead, you’ll use the Pay and Bill Archive to upload the timesheet report directly to QBO.
Important Note: To complete the integration process, at a minimum, the following items must be defined in QBO:
- Products – These Products should map to the various Items in your Chart of Accounts that you intend to use (see screenshot, below)
- Customers – Configure a Customer in QBO for each Company to whom you intend to send invoices
- Payment Terms – Configure in QBO Terms to match those in the Terms list
The first thing you’ll do is connect your QBO account with Avionté by clicking the “Connect to QuickBooks” button.
You’ll progress through the authentication process to connect the two accounts (see the two screenshots below).
Confirm your authorization.
Once Avionté is connected with QuickBooks Online, use the Sync buttons to associate each Chart of Accounts Item with the Products you’ve defined in QuickBooks Online.
Next, in the same fashion that you synced your Avionté Items with QBO Products, sync each of your Companies in Avionté with a Customer profile in QBO. Do this by selecting the desired Client in Avionté in the drop-down list, then click the Sync button. Avionté will communicate with QBO to find likely matches. Select the correct client from QBO then click on the Set button to create the association.
Lastly, run this sync procedure for the payment Terms section.
Once the QBO is configured, the next time that the Pay and Bill Report has been processed, the Pay and Bill Archive will have a link to electronically send the report to your QBO account. Pay and Bill Reports that have previously been sent to QBO will have a date and time stamp as well as the name of the User who sent it.
If QBO can’t validate something, Avionté will continue to process and send the timesheets that QBO can validate. Once completed Avionté will provide feedback to help you correct the required info that QBO couldn’t validate.