QuickBooks Online Integration: Configuration

Complete the steps below to configure the QuickBooks Online integration.

1. Click Admin on the sidebar menu and select Integrations Library.
   
    
2. Click the Marketplace tab.
   
    
3. Locate and select the QuickBooks & Rev.io Data Sync Integration in the Accounting & Finance section.
   
    
4. Click the Configure button.
   
    
5. The Initial Configuration section is automatically populated. Click the Next button.
   
    
6. Enter your Client ID and Client Secret, which will be provided to you during your onboarding process.
   
    
7. Click the Connect to QuickBooks button. You will be redirected to QuickBooks to login with your credentials.
   
    
8. Enter your credentials to log into your QuickBooks account. Once the authorization is successfully completed, close the QuickBooks tab in your browser and return to Rev.io PSA.
   
    
9. If your connection was successful, the status circle in the QuickBooks Online section will be green. 
   
    
10. Scroll down to the Rev.io PSA section, which populates automatically based on your unique user environment. Make note of your Client Code in this section, which is the text after the dash (-) in the Unique Identifier field. You will need it in a later step. Then, click the Connect button.
    
     
11. Once the authorization is successfully completed, close the tab in your browser and return to Rev.io PSA.
    
     
12. The QuickBooks Online integration utilizes some functionality from the REST API. Enter your Username in the following format: loginname@clientcode. Your login name is the Username you enter to log into Rev.io PSA and your client code is the information you saved in step 10. Enter the Password you use to log into Rev.io PSA in the Password field. Then, click the Next button.
    
     
13. The Rev.io API Configuration page is automatically populated with the base URL. Click the Next button.
    
     
14. The Prefix Value for invoice document numbers defaults to None, but you can set a different prefix if desired.. Then, click the Next button.
    
     
15. Enter QuickBooks Online Item IDs for the items you want to map for the Unmatched One-time Item, Unmatched Recurring Item, and Tax Item fields.
    
     
16. The fields in the Sync Settings section control what information syncs between QuickBooks Online and Rev.io and how frequently that sync occurs. The sync options are automatically enabled and the schedules default to 0**** (every hour), but you can adjust these fields to your preference.
    
     
17. The Payment Type Mapping section controls the payment type mapping settings between QBO and Rev.io. You can control the mapping in each direction. This setting is shown in JSON format.
    
     
18. When you are finished modifying your Sync Settings, click the Next button.
     
19. The Key Link Settings are automatically populated, but you can change them if needed. When you are finished modifying your Key Link Settings, click the Next button.
    
     
20. The Advanced Settings are mainly for development/troubleshooting purposes. You can leave these at their defaults and click the Finish button.