QuickBooks Integration: Overview

Integration with QuickBooks allows invoice packages to seamlessly be passed to QuickBooks Online, with accurately mapped product, customer and project information. Here's how to connect them:

1. From the Moovila Homescreen, click on the More Options icon at the bottom of the left navigation.
   
    
2. The More Options menu opens. Select Integrations to continue.
   
    
3. The Integrations dialogue opens. Select the QuickBooks Online tile.
   
    
4. The QuickBooks authentication screen opens. Enter your QuickBooks email address or user ID and password, then click Sign In. 
   
   
   If there are multiple companies set up within your QuickBooks instance, you will be prompted to select the one that will be used in this integration, then click Next to proceed.
   
   
    
5. The QuickBooks Product Mapping dialogue opens. This is where each QuickBooks product will be associated with a product in Moovila. Using the dropdown menus, select a QuickBooks product, then choose the corresponding product from the Moovila dropdown. Click the Add Product Mapping link to add more lines, and repeat the mapping process until all products are accounted for.
   (See this article if you need additional products set up in Moovila, but are unsure of how to add them).
   
    
6. Note that by default the "Auto-map all products not explicitly mapped above" box is checked. Auto-mapping will look during the invoice transfer process for similarly named products to associate--if one is not available, the system will produce an error to let the user know the product needs to be manually mapped. Once all product mappings have been addressed, click the Next button to proceed.
   
    
7. The integration wizard advances to the final step, enabling the integration and allowing projects to be configured to have their invoices transferred to QuickBooks Online after packaging. Note that by default the "Auto-map Moovila to QuickBooks customers with the exact name" setting is turned on. This allows the system to match up identically-named customers (this feature is not case sensitive, so customers named EXAMPLE, example, and Example would be treated as identically-named) between Moovila and QuickBooks. If a match is not found, an error will be presented. If this feature is turned off, all customers for which invoices will be transferred will need to be manually associated. See Manually Mapping Moovila + QuickBooks Customers for more information on the manual process.
   
   Click Enable and Close to proceed.
   
    
8. The Integrations dialogue appears again--note that the QuickBooks tile is now flagged with an "Enabled" badge.