The QuickBooks Integration allows you to seamlessly export the Transaction List to an online QuickBooks account. You specifically can:
- Automatically sync your sales records.
- Reconcile your books much easier as payments and fees are matched against your bank statement.
- Save time and increase accuracy.
To integrate your account with QuickBooks, follow the steps below.
*Remember, the integration only pulls the previous two months from Vagaro once the synchronization is started. Additionally, if you are applying a tax amount, it needs to be added as a single item as this is the only type of integration that works with the online QuickBooks account.
To learn more about this feature, watch the video or go through the steps below.
Integrating Vagaro with QuickBooks
1. Click Settings at the top of the screen.
2. Click Integrations on the left side of the page under Add-Ons.
3. Find the Intuit QuickBooks Option. Then click Learn More.
4. Click Connect.
5. Enter your login information. Then click Sign In.
6. Click Connect.
7. Select the Sync Start Date. This lets you pick the date you want to sync the Transaction List with the QuickBooks account.
Then enter a Nickname. QuickBooks will display all the Vagaro transaction data under this nickname after the sync is completed.
8. Select the Tax. Remember, you first have to add this from the QuickBooks account before seeing it as an option in the drop-down. Click here to learn more.
9. Select the Payment Account.
10. Click Save when you're ready.
Remember, Vagaro syncs all transactions at 2 am so all the transactions from the previous day will be ready in the morning.
Click here to learn how to set up a tax on Quickbooks
You'll receive this email if the QuickBooks sync fails. Click Enable QuickBooks to turn on the feature from the account.
To cancel the integration with QuickBooks, follow these steps:
- Click Settings at the top of the screen.
- Click Integrations on the left side of the screen.
- Click Disconnect.
Comments
3 comments
Is Quickbooks integration available for the Canadian version?
This integration is doubling transactions pulled from the bank. P&L statement now shows twice the revenue. Not good! Do not sync your bank if you plan to use this app or else you won't be able to go back and fix financial reports in QuickBooks.
If you are in a state like NH that does not collect sales tax you may have issues with step 8 as there will be no sales Tax Agency set up in QuickBook. We had trouble with the QB setup for NH , it would not complete because that state does not collect. What we did was to add another state, and disable it. Once we did that we were then able to select "No Tax Agency". It was not there before and we were unable to complete the connect.
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