IMPORTANT: please note the QuickBooks Connector is an optional module that can be added to your iinsight standard license agreement. Please contact your local support team for more information and to enable this service on your platform.
Setting up your QuickBooks Connection
To setup your QuickBooks connection go to the Options area (gear icon) at the top right of your iinsight platform:
And go to the Financial Settings > QuickBooks tab:
Click the +New button at the top left of the table to create a new connection:
This will open the New QuickBooks Connector window for you to enter the following:
Name
This is the internal for your connection e.g. "New QB Connection"Synchronise with QuickBooks from
This is the date that you wish to start synchronising your iinsight invoices to QuickBooks from (based on date of invoice)Business Division
The iinsight Business Divisions you wish to include in the syncNote: A business division cannot be connected to Xero and Quickbooks at the same time.
Once you have the above completed, click Save & Next.
On the next stage click Connect to Quickbooks:
A new window will popup for you to then enter your QuickBooks login details:
After logging into your QuickBooks account, you will be asked to confirm the company you wish to link to on your QuickBooks account.
Select this from the dropdown menu provided and click Next:
If the connection was successful you will see a message stating this can you can close the QuickBooks popup window.
Linking your QuickBooks "Products"
Once you have linked you QuickBooks Connector as described above, you need to assign the appropriate QuickBooks "Products" to your Activities/Items in iinsight.
To do this, go to the Charges > Service Contracts area:
Select the Service Contract in the left panel, and for each activity/item in your contract assign the appropriate QuickBooks "Product" using the drop down options in the QuickBooks Ref column:
IMPORTANT: please note if you have only just created your QuickBooks Connection it can take 15-30 minutes for your products to sync and listed in the Service Contracts area.
Setting the QuickBooks Tax rates
Finally, the appropriate tax codes need to be set up for QuickBooks to know how to handle when Tax is applied vs when it is not.
To do this, go to the Options area (gear icon) at the top right of your iinsight platform:
Go to the Common Lists tab and select the Tax list type:
Click +New at the top of the table:
Create a new tax with the following properties:
List Value called "No Tax"
Amount of 0%
Free Global Tax enabled
QuickBooks Connector tax select the appropriate "no tax" / "exempt" QuickBooks code from the dropdown menu.
Click Ok to create the list item.
Create a 2nd new tax by clicking the +New button again, this time with the following properties:
List Value called "Tax"
Amount % that is applicable to your local tax rate (e.g. 10% GST, or 20% VAT).
Global Tax enabled
QuickBooks Connector tax select the appropriate "Tax" / "GST" / "VAT" etc. QuickBooks code from the dropdown menu.
Click Ok to create the 2nd list item.
Click Save at the bottom right of the Options window.