✔️ What does this integration do?
This integration allows you to sync invoices generated and sent through Ontop with QuickBooks Online. By connecting your QuickBooks account with Ontop, you can create suppliers in QuickBooks and sync billing information from Ontop, eliminating duplicate data entry and onboarding delays.
✔️ How much does it cost to use the QuickBooks integration?
The integration is free for customers using both Ontop and QuickBooks Online.
✔️ How does the integration work?
The integration allows customers to view and sync worker invoices sent through Ontop with QuickBooks. It allows you to create supplier records in QuickBooks based on existing contracts in Ontop and synchronize worker invoices.
✔️ What are the prerequisites to use this integration?
You need to have "Admin" permissions on Ontop and have your QuickBooks subdomain and login credentials ready.
✔️ What information is synchronized between Ontop and QuickBooks?
Worker (vendor) records and invoices are synced from Ontop to QuickBooks.
✔️ How do I create a supplier in QuickBooks using this integration?
Suppliers can be created in QuickBooks based on existing contracts in Ontop.
✔️ What should I do if my workers don't appear in QuickBooks after syncing?
Make sure workers exist within the QuickBooks platform before syncing invoices. Follow the process: create the workers in Supplier Management, assign the expenses with the corresponding invoice concepts from Ontop and then sync the invoices.
✔️ How long does the first sync take?
The first sync may take about 10 minutes.
✔️ How long do subsequent syncs take?
Subsequent synchronizations may take up to 24 hours.
✔️ What permissions do I need in QuickBooks to use this integration?
Make sure you have the necessary permissions to create vendors and manage invoices in QuickBooks.
✔️ Can I manually sync data between Ontop and QuickBooks?
Yes, you can manually start a sync if necessary.
✔️ What happens if there is an error during the sync process?
If there is an error, you will receive a notification with details about the problem. You can then address the issue and try the sync again.
✔️ Do I need to assign expenses every time I sync?
No, once you have mapped expenses to the corresponding Ontop invoice items, you do not need to reassign them for future syncs unless you disconnect the integration.
✔️ Can I disconnect the integration if I no longer need it?
Yes, you can disconnect the integration at any time through Ontop or QuickBooks settings.
✔️ Will the integration affect my existing data in QuickBooks?
The integration will not affect your existing data in QuickBooks. You will only add new supplier and invoice records based on the sync process.