The Quickbooks sync happens automatically at the end of each business day.
How to Set Up Quickbooks
If you have purchased the integration with your Spraye subscription:
- Hover over your name and select Settings from the dropdown menu to go to the Global Settings page.
- Toggle the switch to the right to Enable Quickbooks.
- Click the Connect button and sign into your Quickbooks account to complete the connection.
Configuration Options
There are 3 additional options to consider when setting up your QB integration:
- Add sales tax to QB invoices:
• On: Sends the total amount, including sales tax.
• Off: Sends the subtotal amount without sales tax.
• Note: If you're already tracking Sales Tax in Quickbooks, toggle the Add sales tax to quickbooks invoices switch at the bottom to the OFF position. - Allow overcharge:
• If the Add sales tax option is turned off, enabling this allows payments sent to QB to include the sales tax amount. Otherwise, leave this option off. - Send payment to QB:
• Leave this option Off if you prefer to manually enter payments in QB rather than letting Spraye update them automatically.
Note: Once you're connected with QBO, you can see the status of invoices and payments by editing the invoice and looking at the Quickbook Invoice Status at the bottom of the page.
Verifying Connection & Troubleshooting
- Customer Connection Status: Check the bottom of the billing profile for any customer. You will see a confirmation status showing Connected. If a customer is not connected, click the Update on Quickbooks button to resolve it.
- Invoice Status: View the Quickbook Invoice Status at the bottom of any invoice by clicking directly on the invoice number in Spraye. This status indicates whether the invoice or payment has been successfully synced with your QB account. Click the Update Quickbooks Info button to trigger a manual sync if necessary.
IMPORTANT NOTES:
- "Available Credits" or credit added to any customers account DO NOT sync over to Quickbooks.
- Tips are passed to QuickBooks Online as a separate line item
- If you are trying to reconcile your bank deposits with your PayPal deposits , then you will have to have a separate entry for your PayPal fees to make them reconcile, but this ONLY applies if you are using SprayePay/PayPal and does NOT apply to those using FISERV as their payment processor.