Pre-Setup:
The "owner" of your Quickbooks account MUST be the one to setup initial connection. This is a one time process that links Vehichaul with your Quickbooks Company, and gives us access to import Invoices.
Contact VH Support when you are ready, we must setup the integration and enable it for your account before you can begin. We will need to know if you do summary invoice (one line item per load in QB) or detail invoices (one line item per VIN in QB), and also the Service name you use in QB for those line items.
Settlements are imported into QB as bills, and the Account Payables are the line items on the bills.
You will need to make sure an item named "Vehicle" exists prior to transferring your invoices or they will fail.
Connect:
The Quickbooks account owners needs to start the process by going to Accounting / Quickbooks in VH
Once you click that "Connect to Quickbooks" Button, it will redirect to you Quickbooks to login, Select your company, and approve VH for access. These actions are ALL part of Quickbooks and not controlled by VH in ANY WAY, screenshots:
If you only have one company it *MAY* not prompt you select
SUCCESS!!! You have successfully connected VH to Quickbooks Online!
Import Invoices:
Now any VH user with financial access can import invoices into Quickbooks
Go to Accounting / Invoices, then click on the "Ready to Finalize" button
This will kickoff a background job that will transmit all of the invoices, it could take a few minutes to complete depending on how many invoices you select.
You may use VH normally while the invoice import job runs.
Login into QB to see your newly imported invoices.
FINISHED!
Import Settlements:
Go to Accounting / Settlements, then click on the "Ready to Finalize" button.
From the Finalize screen, simply select settlements you want to send, and then click the orange "Finalize Settlements" button.
This will kickoff a background job that will transmit all of the settlements, it could take a few minutes to complete depending on how many you selected. You can continue working on VH normally while this completes.
FINISHED!
Notes:
QB forces VH to match customers by exact name, by default VH is set to NOT create new customers if it can't find a match. Let support know if you WOULD like VH to create NEW customers.