QuickBooks - Franchise Setup
This article provides an overview of how to Set the Franchise up in Vonigo and the Information and Details regarding the Franchise Setup.
- QuickBooks Integration Setup - Desktop
- QuickBooks Integration Setup - Online
- Chart Of Accounts
- Export To QuickBooks
- Export To Synchronization Log
- Export To Synchronization Queue
- Export To Synchronization Errors
QuickBooks Integration Setup - Desktop
To set up the QuickBooks Integration on Desktop, please click the link below:
QuickBooks Integration Setup - Online
To set up the QuickBooks Integration Online, please click the link below:
Chart Of Accounts
Chart of Accounts(COA) shows all of the linked and integrated accounts between the QuickBooks and the Vonigo app.
COA has to be first configured corporately here.
COA cannot be modified on the franchise level
Note that an account will show up in the franchise COA only if it has been assigned to a service item and has not been excluded. Please refer to this link here regarding the Service Item.
Export To QuickBooks
This component of the Integration enables you to connect QuickBooks and Vonigo and export transactional and non-transactional data.
Integration setup allows modifying franchise default configuration, connecting, and disconnecting to QuickBooks.
Export To Synchronization Log
This section integration setup allows you to view the log of the QuickBooks integration setup. The View log contains transactions and non-transactions data.
Interface allowing to Mark Transactions like Payment, Invoices, and Quotes to be synchronized with Xero
Once Transactions are marked this way, they will be moved to Xero Queue and pushed over to Xero automatically behind the scenes.
Note that process might take a few minutes and is dependent on the number of records being pushed over.
View records to be synchronized, starting from payments and moving them over.
Note if payments are moved over associated invoices as well as clients will be added to QB Queue.
Note: QB is not allowed to push over non-balanced payments (i.e., payments which are partially applied to an invoice). You can push over a payment that is not applied to invoice(s) or applied fully:
- Payments less than $1.00 cannot be moved over
- Invoices with a value less than $1.00 cannot be moved over
- Quotes with a value less than $1.00 cannot be moved over
Export To Synchronization Queue
This Integration section shows every type of queue running on the data.
The synchronization log records all successful and unsuccessful synchronization attempts to move data over to Xero.
If for some reason, data is not being moved over, it will give you vital information why it is not happening.
Note: QB is an accounting system with complex logic, and there are many reasons why data would not be prohibited from being moved over. Please refer to this link troubleshooting guide for further information
Export To Synchronization Errors
This section of the Integration setup describes the error during the QuickBooks integration or export. This section lists all previous errors that had been occurred.
the number of the transactions that failed to synchronize with the Quickbooks in the previous round
by clicking through the "errors" link and those transactions will be broken by type (payments invoices quotes, etc.)