Releventful's QuickBooks integration allows you to send invoices and payment records from Releventful directly to your QuickBooks account.
Follow the steps below to establish your QuickBooks integration:
Select the settings gear at the bottom of the left-hand navigation bar.
Select "Integrations."
Select "Accounting Software" in the list that appears.
Select QuickBooks instead of Xero.
Enter your QuickBooks account details by selecting the "Connect to QuickBooks" button on the page.
ℹ️ Note: You can connect a different QuickBooks account per brand.
The QuickBooks integration will send invoices and processed payments from Releventful to QuickBooks. If you prefer that all invoices and payments are synced automatically to QuickBooks, toggle the "Automatic QuickBooks Syncing" setting on from the same setting page described above. When enabled, all invoices and processed payments will be sent to QuickBooks without you needing to send this data over manually.
Manually Sync to QuickBooks
You can manually sync an invoice and processed payments to QuickBooks if needed. From the quick-close invoice screen, select the "Send to QuickBooks" button at the bottom of the left-hand menu:
Each individual payment request within an invoice will also have an icon to the right-hand side of the notification icon for the integration. If green, this indicates that the payment has been synced with QuickBooks.
Product / Service Category
Within each package and add-on you can set the correct Product / Service Category from QuickBooks for the item. This is a direct list from your QuickBooks account. When the package or add-on is listed within an invoice, when the invoice is synced to QuickBooks, the line item will come over and be identified under the set Product / Service Category as configured within Releventful.
The QuickBooks Integration Guide
Listed below are specific details regarding the data that is passed through the QuickBooks integration.
Proposals are not sent through the QuickBooks integration. Only invoices are created and updated through the integration.
The invoice number that is generated in Releventful when a proposal is accepted is the invoice number that comes through to QuickBooks.
Only one discount is supported within the QuickBooks integration. Keep this in mind if you apply more than one discount to a client's invoice in Releventful, as both discounts will not come over in the integration.
The date that is displayed on the invoice in QuickBooks is the event date set within Releventful.
The total tax amount from the Releventful invoice will be sent over through the integration. Taxes will appear as a line item on the QuickBooks invoice, as QuickBooks reserves their tax section for only invoices generated directly in their product.