Summary

Flxpoint supports a connection to QuickBooks Online that will allow you to export your account data to QuickBooks Online. To access your Accounting overview:

• Click the Account Settings Gear Icon
• Select Accounting

Data Available

Source: Accounting Purchase Orders & Accounting Invoices
Channel: Accounting Orders

Before You Get Started

You'll need to prepare your QuickBooks Online account by adjusting the Account & Settings.

Account Settings Location
These settings are all found on the main page of QuickBooks, under Accounting (on the left) "Chart of Accounts"

Accounts Settings

Make sure you have an account with the name "Sales of Product Income," as some new QuickBooks accounts don't have this set by default.

If you do not, look at the top-right of the page for the green New button. Press that, and create a new account with:

• Account Type = Income
• Detail Type = Sales of Product
• Income Description is optional, and for your benefit only. Set it to whatever you like or leave it empty
• Make sure you have an account with the name "Accounts Payable (A/P)" as some new QuickBooks accounts don't have this set by default.
• If you do not, look at the top-right of the page for the green New button. Press that, and select Account Type Accounts payable (A/P). This will generate the following details, which are correct:
• Account Type = Accounts payable (A/P)
• Detail Type = Accounts Payable (A/P)
• Name = Accounts Payable (A/P)
• Description is optional, and for your benefit only. Set it to whatever you like, or leave it empty.
• Then press the Save and Close button at the bottom right.

These settings are all found on QuickBooks by clicking on the gear icon at the top-right of the QuickBooks main screen. 

General Settings

Under Account and Settings →Sales →Sales form content

• Both Shipping and Custom Transaction numbers should be enabled

Under Account and Settings → Sales → Products and services

• Show SKU Column is recommended to be enabled for easier product identification when comparing your Flxpoint inventory to the QuickBooks receipts and items we create
• Track Quantity and Price/Rate should be enabled

Under Account and Settings → Expenses → Bills and expenses

• Show Items Table should be enabled
• Track Expenses and Items by Customer should be enabled

Under Account and Settings → Expenses → Purchase orders

• Use Purchase Orders and Custom Transaction Numbers should be enabled if you want to send purchase orders and invoices over to QuickBooks (note: the Custom Transaction Numbers option only shows up if you have already enabled Use Purchase Orders)

How to Connect

• To create a new QuickBooks Online connection, click the Blue + Icon in the top left.
• Select QuickBooks Online under Standard Integrations.
• Click Save and Proceed.

• Select your existing connection or create a new connection.
• To create a new connection, click + New Connection, enter a Connection Name, select the environment. Next, click Generate a New Authorization Token.
• This step will require you to be redirected to QuickBooks, where you must log in, to confirm that you want to give Flxpoint access to the QuickBooks Accounting API.
• After allowing Flxpoint access, you will be redirected back to the Flxpoint app, where the last steps of authorization are handled automatically. You should see the page change to say that the access and refresh tokens have been saved.
• Once you've selected or created your connection, click Save and Proceed.

• Enable or disable Linking to Existing Sales Receipts.
• Click Save and Proceed.
• Enable the toggle switch for the desired Accounting Operations.
• For each enabled Accounting Operation, click the drop-down menu to select your desired source(s) or channel(s).
• You may have multiple sources / channels on a single connection.
• Click Save and Complete to finish.

Key Information