To enable and configure Quickbooks Online (QBO), go to Settings > Apps.
Click on the tile to Connect to Quickbooks - this will require you to authorise connection to your account.
Configure QBO Settings
Click on the Settings link underneath the QuickBooks toggle to access the QuickBooks settings.
Default QuickBooks Service
Choose which default product/service you would like your services to link to by default, this can be later customised within each service item you create. This is what determines which GL code each service will be linked to.
Client Name Sync
If client name sync is on, then when new invoices are created in QuickBooks Online by Practice Ignition, the name in QuickBooks will be updated to match Practice Ignition.
Controls whether invoices will deploy to QBO by default on all Practice Ignition Proposals. You can change this on a specific proposal on the Apps tab.
Include Service Descriptions (available on Scale or Professional subscription plans only)
Controls whether to display service descriptions set on your proposals on your invoices. Some important considerations:
- Ensure your service descriptions aren't too long - or you will end up with a 10 page invoice!
- Invoice descriptions only allow for plain text - but Practice Ignition Service Descriptions allow for some formatting. Avoid using advanced formatting in Practice Ignition service descriptions (e.g., tables) as they won't transfer to invoice descriptions. Alternately, put tables etc in "included" services - as these are not used on invoices.
- Optimise your default invoice template in QBO to allow for a more detailed description. If possible, just include the Description and Amount columns on your QBO invoice theme to ensure ample room for the scope description.
Default Invoice Terms - This will set the due date on your invoices to that number of days after your invoice date for any non-recurring invoices. Eg. If 0 is entered, then for an upfront invoice, the due date will be the same day as the invoice day.
Recurring Invoice Terms - This will set the due date on your recurring invoices to that number of days after your default company invoice day.
Best Practice Note: If you are using Practice Ignition Payments - these settings should be set to MATCH your Payment Terms settings (find these under Settings > Payment Gateway Settings). This means that payments will always be deducted from your clients account or card on the due date of the invoice.
If you haven't already enabled payments, here's how to turn on Payments.
Be sure to Click Update Quickbooks Settings to save these settings.