QuickBooks setup guide
You've probably already read our pointers on what is synced between Scoro and QuickBooks. Here's a step by step guide to setting up the integration, as well as some helpful information on how Scoro and QuickBooks work together once connected.
Note! The QuickBooks integration is available for Scoro Premium and Ultimate package users, and works with QuickBooks online version only.
Note! For historic data migration please contact our Support Team.
Connecting QuickBooks with Scoro
To connect your QuickBooks account with Scoro, go to Settings > Site settings > Integrations, switch on and click on intuit QuickBooks.
Note! The connection between QuickBooks and Scoro accounts cannot be activated, if there are unmatched currencies between the systems.
Click on the button Connect to QuickBooks.
If you are already logged in to QuickBooks, select the organization and authorize the integration. If not, you will be prompted to log in to QuickBooks first. In your QuickBooks account, you will need to authorize Scoro in order to access information in QuickBooks. To do this, select the company you want to link, and then click the blue Authorize button.
Note! Chart of accounts and tax rates are pulled automatically from QuickBooks when a connection is successfully established. It is not possible to modify taxes and finance accounts in Scoro if the QuickBooks integration is active. Documents that are created with old tax rates will not be synced before tax rates are updated.
Configure the connection
After connecting Scoro and QuickBooks, the next step is to configure how the information is shared between the two systems.
Use the Enable/Disable checkbox before each category to choose which data will be included among the synchronization.
- One way synchronization is supported but in both directions.
- Products are always synchronized between two systems when they are attached to a synchronized bill or an invoice, even if the products category is not enabled.
- When synchronization direction From Scoro is selected, all companies and persons that are on the suppliers or clients list in Scoro are imported to QuickBooks as customers or vendors. If a contact is listed as a client and a supplier, the (v) will be included in the vendor's name in QuickBooks.
- If a customer or a vendor is an individual in QuickBooks, it will be synchronized to Scoro as a person.
- Contacts are always synchronized between two systems when they are attached to an invoice or a bill. Even, if the Contacts category is disabled.
- One way synchronization in either one or the other direction supported.
- Credit notes created from sales invoices are part of the invoices synchronization.
- Bills can be synchronized either from QuickBooks to Scoro, or the other way around. One way synchronization in either direction is supported.
- Payments can be synchronized in both directions but only one way at a time.
Type and Date
The first row below categories sets the synchronization type:
- Automatic – Data will be automatically synced with five-minute intervals.
- Manual – Sync needs to be activated manually.
Next, set a date for each active category. All objects created or modified after this date will be included in the sync.
Default Sales Account
Set default income account for new products synchronized from Scoro to QuickBooks. It is possible to overwrite the default value on a product card in Scoro and define the expense account, if required.
Default Expense Account
Default expense account is added to synchronized bill line if no product is added.
Click Save to complete the setup process.
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