Activate QuickBooks Online for a Business Unit
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This article provides an overview of How to activate QuickBooks Online for Business Unit
Activate The QuickBooks Online
To activate the QuickBooks Online:
Contact the Vonigo Customer Success Team to activate the QuickBooks Online.
To activate the QuickBooks Online for Business Unit:
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Navigate to Setup
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Select the Prices & Finance
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Under the Chart of Accounts, select the Exceptions
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A new window that displays the Business Unit will appear.
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Check the Business Unit that you want to modify by Click the “Use QuickBooks Online” on the right panel
Important: A single Business Unit (Franchises) can only have Desktop OR Online active at the same time.
Chart of Accounts
Check that the Chart of Accounts names and account numbers are identical in QBO and Vonigo.
Please refer to these links below regarding the Chart of Accounts:
Accounting - Chart of Accounts (COA) Setup
Learn about the chart of accounts in QuickBooks
Taxation
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Is item-level taxation enabled?
Yes
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Check that the Vonigo business unit (franchise) taxes match the taxes set up in QBO.
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Ensure that every price list item has an assigned tax. Please refer to this link here.
No
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If the franchise is in British Columbia, Saskatchewan or Quebec, Contact the Vonigo Customer Success Team for assistance with setup.
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Check that the Vonigo business unit (franchise) taxes match the taxes set up in QBO.
Reset Integration
Important: Any time the client connects to a new QuickBooks Online Company, they need to reset the QB Integration. Please, refer to this link here.
Additional Settings
Verify that the Additional Settings are set correctly, including the discount, invoice, and tips accounts.
