Integrating QuickBooks Online with Uphance will help you to automatically sync transactions between both platforms. With this integration, you can seamlessly push your invoices from Uphance to your QuickBooks Online account and read payments from your QuickBooks Online account into Uphance.
Note: QuickBooks integration is only available in these regions:
Canada
European Union (European countries use the UK version)
United Kingdom
United States
Australia
Add QuickBooks to Your Uphance App
To integrate your QuickBooks Online account with Uphance, you'll need to first add it to your list of installed apps. To do this;
Navigate to the bottom-left section of your Uphance Dashboard.
Click the Apps menu.
From the Apps menu, click the All Apps tab to see a list of all available apps on Uphance.
Locate the QuickBooks app and click the Add button.
Connect QuickBooks to Uphance
Once you've added QuickBooks to your list of installed apps on Uphance, you'll need to configure and connect the accounting solution to your Uphance account.
From the Apps overview page, navigate to the My Apps Tab.
Locate the QuickBooks app tab and click the Configure button.
From the App configuration panel, click the Connect to QuickBooks button at the top section of the page.
From the pop-up page, enter your QuickBooks credentials to log in to your account.
Click connect on the authorization page to link QuickBooks Online and Uphance.
This should effectively link your QuickBooks account with Uphance.
Sales Settings
Once you’ve connected your QuickBooks Online account with Uphance, you’ll need to configure the app and properly align how sales are recorded on Uphance with QuickBooks. The sales settings essentially reflect all your sales channels and how you would like to record transactions via those channels. To adjust this;
Navigate to the Sales Settings section from your QuickBooks configuration panel
Click each channel and select whether to record transactions from there as hours or sales on QuickBooks.
Navigate to the bottom of the configuration panel and click the save button to confirm your changes.
Note that the availability of different channels on this configurations panel is subject to your configurations via Uphance Settings.
Purchases And Production Settings
This section essentially covers how purchases like vendor purchases are recorded for QuickBooks accounting purposes. To adjust your purchases and production settings;
Locate the Purchases and Production Settings tab.
Click the parameter you’d like to adjust and select a corresponding option for QuickBooks.
Navigate to the bottom of the configuration panel and click the save button to confirm your changes.
Sales Tax Rates Mapping
You’ll need to correctly map your Tax rates on Uphance to align with the rates you already have on your QuickBooks account. To do this;
Navigate to the Sales Tax Rates tab.
For every tax category, select the drop menu and select the corresponding QuickBooks option.
Scroll to the bottom of the configuration panel and click the save button to confirm your changes.
Purchases Tax Rates Mapping
Just like your sales tax rates, you’ll need to ensure that your purchase tax rates on both Uphance and QuickBooks are aligned. To do this;
Navigate to the Sales Tax Rates tab.
For every tax category, select the drop menu and select the corresponding QuickBooks option.
Scroll to the bottom of the configuration panel and click the save button to confirm your changes.
Automatic Synchronization
You can set your QuickBooks accounting integration with Uphance to automatically sync your new invoices and payments. This will allow QuickBooks to automatically pull payments to Uphance, and push payments to the accounting platform. To do this;
Navigate to the bottom of the QuickBooks app configuration panel.
Tick the “Sync invoices and payments automatically” button.
Click the save button to confirm your changes.
Pushing Invoices to Xero Accounting And Pulling Payments to Uphance
Once you’ve successfully integrated your QuickBooks Online account with Uphance, you can view a summary of all the payment records you’ve pulled from the accounting platform. You can also see a summary of invoices that have been pushed or are yet to be pushed from Uphance to QuickBooks.
Although payments and invoices can be pulled and pushed automatically, there may be situations where you need to manually do this. For instance, the first time you integrate QuickBooks with Uphance, you might need to manually push invoices and pull existing payments. To do this;
For pushing invoices from Uphance to QuickBooks, navigate to the top section of the configuration panel and locate the Invoices tab.
Click the Push Remaining Invoices button to send your invoices on Uphance to QuickBooks.
Similarly, for pushing Vendor Invoices, navigate to the top section of the configuration panel and click the Push Remaining Vendor Invoices button.
To pull existing payments from QuickBooks to Uphance, click the Pull Payments from QuickBooks button.
Recent Activity Log
As your invoices are being pushed and payments are being received, you will see the counts increase. At the bottom of this screen, you will find an Activity section that will show you the status of invoices or payments. For those that fail, Uphance will provide information as to why they failed.
After making the correction, click "Push Remaining Invoices" or "Pull payments from QuickBooks" again to continue the synchronization.
If you do not want to push a whole batch of invoices and only want to push one, in particular, you are working with, navigate to that Invoice. At the bottom left, click on the "Push to QuickBooks" icon.