Once your TaxDome and QuickBooks accounts are synced, the data for payments and invoices is automatically transferred to QuickBooks. Navigating to QuickBooks Payments from TaxDome Note! If payment is moved to the bank account in QuickBooks will be later refunded through TaxDome, and the refund will go to that same bank account. The TaxDome service name will be added as a description for the QuickBooks invoice.įor details on services sync status, go here. Thus, an invoice for this service will appear on the QuickBooks account, which is set up in QuickBooks for the default Sales service. If you created a service in TaxDome before you integrated TaxDome with QuickBooks, that service is not synced with QuickBooks.If you copied a service from QuickBooks, an invoice for this service will appear on the QuickBooks account, which is set up for it in QuickBooks ( Product & Services > Service Name > Edit > Income account).If you created a service in TaxDome after you integrated TaxDome with QuickBooks, an invoice for this service will appear on the QuickBooks account you set as default in the Service income account section (here's more on syncing services to QuickBooks).The QuickBooks account where you will find your payments depends on the particular service for which it was created. TaxDome Transactions and Your QuickBooks Bank AccountĪll transactions you make through TaxDome appear in QuickBooks from the moment you turn on the connection. Tip! You can also sync and unsync accounts individually. If you get an error, you can review and fix it. The TaxDome accounts will be synced with QuickBooks. Invoices and payments issued before this date will not be synced.Ģ. Accounts, invoices and payments are synced on or after this date. Sync all accounts. All accounts, including the ones that don't have invoices or payments, will be synced.Once you create an invoice or payment for any account, it will be synced, too. Sync only accounts with invoices or payments (the default option). Only accounts that have invoices or payments will be synced.Go to Settings from the left sidebar, select Integrations in the menu bar, go to QuickBooks. Once a QuickBooks connection is set up, you can choose the client accounts to be synced and the start date of the sync.ġ. Which Client Accounts Are Synced and on Which Date? The connection is established, and you’re redirected to TaxDome. Click Connect to give TaxDome access to use your QuickBooks Online data. Enter your QuickBooks credentials, then click Sign In.Ĥ. For details on each setting, go to the first step of the section below.ģ. Select which accounts to sync and the sync date, then click Continue. Go to Settings from the left sidebar, select Integrations in the menu bar, go to QuickBooks, then click Connect to Quickbooks.Ģ. Payment (created in the Undeposited Funds account)Įxpense (created in the account selected in firm settings)Ī firm owner can sync TaxDome and QuickBooks in four steps:ġ. TaxDome and QuickBooks corresponding terms: TaxDome firms that have the Automated Sales Tax option on their QuickBooks account turned on for more details, go here. Invoices paid from a user’s credit balance are also marked as paid in QuickBooks.ĭetails on services added to the invoice (see details below)ĭetails of the credit card transaction fee (if any).ĭetails of the customer who made the payment. Payment details, such as transaction date, amount, source, and the payment ID.ĭetails of the invoice covered by the payment, such as amount and ID. Once a QuickBooks connection is set up, the following information from TaxDome will be available in your QuickBooks account: Navigating to QuickBooks Payments from TaxDome.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |