Setting Up QuickBooks Online
IMPORTANT - The images used in the instructions are examples.
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Consult your tax professional to confirm you are using the correct accounting information when exporting to QuickBooks.
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QuickBooks has ended support for Internet Explorer 11.
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We now recommend using Google Chrome when using a QuickBooks Online integration.
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Set up QuickBooks Online:
Part 1: Create Sales Class Codes
In ALLDATA Manage Online
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Sales Class Codes can be created and modified under Setup >> Codes >> Sales Class Codes Maintenance.
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It is not necessary to match your Sales Class Codes from Manage Online to QuickBooks because the export will create their own income accounts in QuickBooks.
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The account codes can consist of numbers and letters and have a maximum length of eight characters.
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Once the Sales Class Codes have been added to Manage Online, the Default Sales Class Codes can be set under Setup >> User Options >> Default Sales Class Codes.
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This will assign the codes to the relevant transaction lines automatically when creating an invoice.
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Note: Sales Class Codes can still be manually assigned to individual parts and labor items instead of using the defaults.
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Part 2: Enabling QuickBooks Online
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Click Setup >> User Options >> QuickBooks.
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Click the Enable QuickBooks Online check box.
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Enter your QuickBooks Online Company ID >> click Update.
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Notes:
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Your QuickBooks Online Company ID is assigned to your shop by QuickBooks. This will link your program to QuickBooks Online.
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When entering the QuickBooks Online Company ID, do not include spaces.
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The page will reload. Click the Connect to QuickBooks button that displays.
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A new window will open that will allow you to finish connecting Manage Online to QuickBooks Online.
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Click the Expense Account "..." button.
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In the Accounts List popup window, select an Expense Account >> click Update.
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Note: Contact your accountant or local tax professional to determine the appropriate Expense Account to select.
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Select which Payment Method will be assigned in QuickBooks when a specific Payment type is used in Manage Online.
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Confirm the Current Status is Connected and the Expense Account is selected >> click Update.