Setting up your QuickBooks Integration (Start Here)

Overview of our QuickBooks Integrations (Online vs Desktop)

What it Does

FunctionalityQuickBooks OnlineQuickBooks Desktop
Sends Customer records to QB when an invoice was updatedYesYes
Sends Customer records to QB when a customer is updatedNoNo
Sends Invoice records to QB when an invoice was updatedYesYes
Sends Payment records to QB when a payment is madeYesYes
Sends Purchase Orders to QBYesNo
Sends Products to QB (as items) when a product is updatedYesNo
Live Updates - updates are sent immediatelyYesNo*
Syncs "RepairShopr Location" to QB "class"YesNo
Able to send your entire Customer list to QB at initial setupYesYes
Able to import your customers from QB at initial setupYesYes
Sub-Customer SupportYes**Yes**
Invoices with $0 totals syncYesYes ***
Tax Groups support for complex tax configurationsYesNo
Overpayments (a payment that is made for more than the invoice)YesYes
Split Payments (multiple payments to complete an invoice)YesYes
One-Time export all Customers to QBYesYes
One-Time export all Products to QBYesYes
Void/Delete in QB for Invoices when deleted in RSYesYes
Automatically syncs your customer databases both ways QB <-> RSNoNo
Imports payments made on the QB sideYesNo
Works with Intuit Merchant ServicesNoNo
Refund Invoices syncNoNo
Customer Purchases syncNoNo
* They sync when you run the QBWC tool on your desktop
** They map as real customer in RepairShopr, not sub customers
*** They sync after they are marked paid
**** Invoices with refunds need to be adjusted manually in Quickbooks

What it Doesn't Do

It's not a full 2-way sync, meaning, if you create a payment in QuickBooks - we don't import it. You need to do the entry on the RepairShopr side. That counts for Customer records as well.

Get Started

Important note on Quickbooks: Have your Quickbooks account properly configured by a book keeper/accountant before syncing with RepairShopr. Make sure there are no errors or bad/incomplete data.

Not having Quickbooks properly configured before syncing will cause long term issues that can be difficult to reconcile. If you have any errors, or any bad/incomplete data in Quickbooks, resolve them before setting up the sync. If you are setting up your Quickbooks account for the first time, have a book keeper/accountant set it up before syncing with RepairShopr. If you do have any errors in Quickbooks, contact Intuit to resolve them before syncing with RepairShopr.

After confirming that your Quickbooks account is properly set up and working smoothly:

QuickBooks Online Start Here

QuickBooks Desktop Start Here

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