QuickBooks Online is an online accounting software that tracks expenses and income with over 7 million customers across the globe. They provide a a large amount of add-ons to customize the product to your own business needs. During Onboarding, your Sera Onboarding Representative will discuss the integration with you and how this process will work. To sign up with QuickBooks Online directly, visit their website to view their packages and pricing.
Signing up for QuickBooks Online and using our integration will allow for you to transition batches of invoices, payments and refunds to your Quickbooks account to allow for proper tracking and accounting reconciliation within both software programs.
QuickBooks Online will have and maintain a separate login that will allow you to perform more detailed accounting functionality, run reports, track other expenses, etc. Integrating the two accounts will not give anyone in your company access to your QuickBooks account if they do not already have a login and it will not increase any permissions for any existing logins.
To get started, visit your Marketplace in your Sera Admin Portal under Company and select the Set Up Information hyperlink and select the Connect to QuickBooks button.
Note: You will need to authenticate this connection with the top admin login in your Quickbooks account as this connection will create customers, services, invoices and payments. Not all admin roles will have access to those functions.
This will open a separate modal which will prompt you to log in to QuickBooks if you are not already logged in.
Once you have logged in and verified the connection, that window will close and a pop-up will open in Sera that will contain the management of your QuickBooks Online + Sera integration going forward. You will see the following fields:
- The Company Name of the Quickbooks Online file that you are connected to
- A refresh icon - if you ever make any material changes re: the edition of QBO that you subscribe to, your Chart of Accounts selected below, or your Class Tracking status, you can always return to this box and refresh the connection.
- The edition - Automatically pulled from QuickBooks
- Class Tracking - the type of Classes Tracking that you have enabled in QBO. The options are Disabled, One to each transaction and One to each row in a transaction.
- If you have Classes Tracking enabled, you will see the status of all classes entered in Sera detailed here. If you need to add new classes, you will select the Manage hyperlink. For more information please see Classing Tracking in Sera.
- Accounts - These accounts are used as defaults when sending invoice line item, payment and refund information over to QuickBooks Online. You have the option to accept the default Chart of Accounts mapping for this integration. If you would like to update the account, you will select the Edit button, copy & paste the account name from your Chart of Accounts in QuickBooks to ensure a match and select Save.
Note: You can update these items at any time by returning to this QuickBooks Online card and selecting the Set Up Information hyperlink.
You are now connected and ready to begin batching to QuickBooks Online!
Please see our related articles on:
Batching via QuickBooks Online Integration
Where do I find my previously batched information?