Quickbooks Integration Feature

It will enable the integration of TCR invoices with Quickbooks program. It's located on the Company screen.

Step1: Configuring Invoice related customers and line items in quickbooks

We need to make sure that the invoice related customer names and item IDs are added to quickbooks. Click here on adding customer names and item ids in quickbooks.

Step2: Integrating invoices into quickbooks program

Navigate to 'Integrations' tab in the company screen. Pick 'Quick Books' from integrations drop-down and select a 'sync start date', a date from which your companies invoices (Invoice Date Created) should be synced to quick books. This could be a date in the past or future. Invoice should start syncing shortly (within 10 -20 mins). 'Connect to Quickbooks' button initiates the integration process.

You will be redirected to Quickbooks software once you click the 'Connect to Quickbooks' button. After you choose the 'company name' and click 'Next', the integration process will be completed.

Integrated invoices can be viewed in quickbooks: 

Quickbooks Login Screen:

Go to sales -> Invoices tab

Detailed View of Integrated Invoice:

Status of the invoice sync can be viewed in Invoice list grid. (Accounting Partner Sync Status). In case of failure 'Accounting Partner Error message' should be visible on invoice list grid. 

Common errors:

• Customer with {customername} doesn’t exist

• item with {code} doesn’t exist. 

• any connection related errors. 

In case of error such as customer or item(product or services in quickbooks) doesn’t exist please configure in quick books and failed invoices will be retried every hour after the initial retry. 

In case quick books connection is disconnected, user would have to re connect to Quick books from Integration tab in company screen. Initial sync start date would be auto populated and it is editable. 

Detailed Error Message:

Reconnecting to Quickbooks:

Configuring Customers and Item IDs in Quickbooks

Quickbooks login screen:

Customers:

Go to Quickbooks -> Menu-> Sales -> Customers Tab.

Here we can either 'import customers' or 'add customers manually'.

Import customers: When 'Import customers' is selected, we can add customers by uploading a csv or excel file. We can also get a sample file.

Add customers manually: When 'Add customers manually' is selected, we can add customers by entering data manually as shown below.

Also click on 'New Customer' and add the invoice related 'Customer Name' from TCR and save it.

 

Reference screenshot for TCR Customer name

Item IDs in Quickbooks:

Select the 'Products & Services' tab from the Sales category. There are two options available: 'New' and 'Import'.

Import: When 'Import' option is selected, we can add items by uploading a csv or excel file. We can also get a sample file.

New: When 'New' option is selected, we can add items by filling the details manually as shown below.

We are given four choices. Choose the Service option from the menu.

Add the line item id from TCR Main under product name.

Reference screenshot for TCR - Ticket line item ids

Integrated invoices can be viewed in Quickbooks:

Navigate to Quickbooks -> Menu ->Sales -> Invoices Tab

Reference screenshot for 'Invoice Created Date' from Invoice List grid: