Enabling Quickbooks Online integration
Quickbooks settings page
A new settings page has been added under Database -> User Options with the name Quickbooks. If the user would like to enable the Quickbooks Online integration they would navigate to this new settings page to get started.
On the page the user will have a single item available to enable the Quickbooks Online integration.
Once pressed it will:
- Show the current connection status
- Make the Connect to Quickbooks button visible
The user can then click the Connect to Quickbooks button, that will show a Quickbooks popup where the user can login to their instance of Quickbooks.
Once logged in, the user will need to confirm the company they want to connect.
This will then signal the end of the initial connection. When the popup window closes, the page will refresh and the user should see that the status has changed to connected and new options are visible.
Mapping AWOL fields to Quickbooks
After the initial connection is completed the user will be able to start completing the mapping of AWOL fields to the equivalent Quickbooks fields. This is extremely important to ensure the correct imports into Quickbooks.
The first item to map is the Expense account. The user will click on the ellipse button (…), This will bring up a dropdown of all available expense accounts in Quickbooks.
2nd step is to map the VAT Codes.
Important note: All AWOL VAT codes must be mapped to a Quickbooks equivalent.
This will then signal the end of the initial connection. When the popup window closes, the page will refresh and the user should see that the status has changed to connected and new options are visible.
If the user attempts to save the mappings (by clicking “Update VAT Code Mapping”) and not all VAT codes are
mapped, a error message will be shown informing the user to map all codes.
The final section to be mapped is the Payment methods. In this section the user does not need to map all methods, however all methods that are used by the garage should be mapped to ensure no failures when the export is attempted.
