To integrate your Spraye account with your Quickbooks Online account, please follow the steps below:
- If you haven't already discussed the QBO integration with your onboarding specialist, be sure to reach out to us at [email protected] for your Client ID & Client Secret.
- We will send these items over by email with specific instructions on how to enter them and connect.
- Once you're connected with QBO, you may need to use the Quickbooks Data Sync buttons to process or reprocess your customers and invoices.
Click each process and reprocess button (in order from left to right)
Reprocess Customers
Process New Customers
Reprocess Invoices
Process New Invoices
After clicking each button, it will work through the data and you won’t be able to click on the next one until it’s finished. This may take a few minutes for each option.
Clicking each button will allow the integration to find any information that’s missing from Spraye and enter it into Quickbooks automatically.
- If you experience issues during the integration, we recommend using the Quickbooks Data Sync buttons periodically to resolve these problems.
- If you're already tracking Sales Tax in Quickbooks, toggle the switch at the bottom to the OFF position. If you're not tracking Sales Tax in Quickbooks, you can toggle that switch ON.
- Be sure to click Submit after any changes are made to this section of your settings page.