Connect to QBO
Establishing connection
Click on button to begin authentication process.
You will be presented with a Sign In window from Intuit, asking for your e-mail or user ID and password, associated with your account.
When multiple companies are using QBO, an option to select which QBO account will be used to connect to ScheduleInterpreter® will be shown. Select the company of your choice and click on Next button.
QBO will provide new window to confirm your selection and for security purpose will display ScheduleInterpreter® logo, informing you that you are allowing ScheduleInterpreter to update your QuickBooks Online data. Click on Connect button to proceed.
The content of the window will change and show the following message. Click on Close Window button to complete the connection.
Returning to control center will also show a pop-up message confirming successful connection.
Manage QBO connection
When connection between ScheduleInterpreter® and QBO is established, new options to manage connection between two platforms become available.
- button allowing selected QBO account to be disconnected from ScheduleInterpreter®.
- button initiates the process of removing connection details for all accounts. No records or transactions are removed in ScheduleInterpreter® or QBO. All connection details can be restored when QBO sync option is used, or when the account is configured with scheduled or live updates.
- button initiates the process of removing connection details for all customer invoices. No records or transactions are removed in ScheduleInterpreter® or QBO. All connection details can be restored when QBO sync option is used, or when the account is configured with scheduled or live updates.
- button initiates the process of removing connection details for all vendors. No records or transactions are removed in ScheduleInterpreter® or QBO. All connection details can be restored when QBO sync option is used, or when the account is configured with scheduled or live updates.
Vendor bills in QBO are the equivalent of vendor payments in ScheduleInterpreter®.
Configure global data exchange settings
For better reporting, use the following options to enhance how data is being populated in QBO.
Client invoice line item class instructs QBO to apply specific class to each line item of the customer invoice. For example, assignment billed for services rendered in Spanish will allow to classify all items on the invoice associated with the assignment as Spanish. Using this option enables QBO to produce reports identifying revenue associated with each service. For example, QBO will be able to report items such as parking or tolls billed under Spanish services. To activate this option, select Service name from the drop down menu.
Similarly to the customer accounts, vendor bills line items can also be classified, using services. To activate this option check use language/service as line item class in vendor invoices.
Update account your vendor bills will be filed under. This and other liability accounts will be enlisted under vendor bill qbo account selection. Open the menu and select account of your choice.
Do not change other settings in the quickbooks tab. These options control export to desktop edition of QuickBooks and should be used for backward compatibility only.
Configure accounts and items exchange settings
There are 3 tabs to be configured: invoice items, income accounts and cost of services (cost of goods sold). Settings within each tab are linked to the organization's QBO account.
Starting with invoice items, use drop down menus to select corresponding invoice item from QBO.
Continue with Income accounts, use drop down menus to select corresponding income accounts configured under COA in QBO.
Continue with cost of services (cost of goods sold), use drop down menus to select corresponding COGS accounts configured under COA in QBO.
