Quickbooks Integration in Dash SaaS

1. Setting Up the QuickBooks Add-On

To start using the QuickBooks Add-On, you need to configure it through the system settings:

• Go to the Company login page.
• Scroll down to the Settings section.
• Click on System Settings.
• Scroll through the available add-ons until you find QuickBooks Add-On.
• Click on QuickBooks Add-On to open the configuration panel.

In the configuration form, you’ll need to complete the following steps:

• Enable Integration – Use the toggle button to activate or deactivate the QuickBooks integration.

• Select QuickBooks Mode – Choose between:

  • Sandbox – For testing and trial purposes.
  • Live – For using QuickBooks with real data.
  • Webhook Link – You will need to enter it into your QuickBooks account
  • Client ID – Found in your QuickBooks developer portal.
  • Client Secret Key – Also available in your QuickBooks developer account.
• Generate Access Token – Click the “Generate Token” button to create the required token for authorization.

Once all fields are filled in correctly, click Save to complete the setup.

• To generate the API Credentials you can follow this link: https://quickbooks.intuit.com/au/learn-and-support/user-guide/

2. Syncing Invoices from the System to QuickBooks

Once integration is successful:

• Every time you create an invoice in your system, it will automatically be pushed to your QuickBooks dashboard.
• This ensures that all financial records are centrally available in QuickBooks for accounting and tax purposes.

3. Managing QuickBooks Accounts

The Manage QuickBooks Accounts page provides a comprehensive view of all synchronized accounts from your QuickBooks environment. This interface allows you to efficiently monitor and manage your financial accounts directly within Dash SaaS.

• Account Overview – View all QuickBooks accounts including Account Name, Category, Account Type, Sub Type, Current Balance, Status, and Sync Status.
• Sync Status Indicators – Easily identify which accounts are successfully synced or require attention.
• Actions – Perform quick actions such as refreshing account data or editing account details directly from the dashboard.

Account Categories Include:

• Assets – Such as Accounts Receivable, Inventory Assets, and Undeposited Funds
• Liabilities – Including Accounts Payable and various payable accounts
• Equity – Such as Opening Balance Equity
• Expenses – Like Repair & Maintenance accounts
• Revenue – For tracking income and sales

This centralized management interface ensures that your financial data remains accurate, up-to-date, and accessible, enabling better financial oversight and decision-making across your organization.