Why connect to QuickBooks Online?
QuickBooks automates time-consuming accounting tasks so that you have more time to grow your business. Create estimates, invoices, bills and more. In just one click you can create balance sheets, cash flow statements and over 60 other reports.
Are you currently using spreadsheets or manual accounting processes? QuickBooks has built-in accounting features to save you time. You no longer need to create accounting formulas in spreadsheets or spend hours with a pen and calculator. Easy to learn and you can try it free - accounting software by QuickBooks saves you time.
Connecting QuickBooks to your Practice Ignitions allows you to automatically generate upfront and monthly recurring invoices in QuickBooks upon acceptance of a proposal by your client.
For detailed instructions on how to connect to QuickBooks, see our help desk article on 'Connecting to QuickBooks'
Data transfer between Practice Ignition and QuickBooks
Practice Ignition does a one-way push of invoices to QuickBooks immediately on acceptance for invoices with upfront amounts and once a month for recurring monthly invoices.
We refresh the data points once an hour from QuickBooks to Practice Ignition but this can also be pushed manually across by going into the 'Apps' section, then by clicking the ‘Sync’ button next to QuickBooks.
The client's entity name, address, postal address and phone numbers are pushed across along with the invoice details, however the client's email address need to be manually entered once the invoice has been pushed across, but this only needs to be done once on the creation of the first invoice.
When creating a new client in Practice Ignition, you can ‘map’ the client entity name back to an existing entity in QuickBooks so that any new invoices generated from Practice Ignition will go under that existing client, otherwise they will be created as a new entity in QuickBooks. If a new entity is created, their details are not pushed across to QuickBooks until a proposal for that entity has been accepted through Practice Ignition.
When a client accepts a proposal through Practice Ignition, an invoice is pushed across from Practice Ignition to QuickBooks, and each service line becomes a line item in the invoice. Upfront costs are generated in an invoice upon acceptance, and monthly recurring invoices will be created on the designated start date each month.