Once you’ve set up your QuickBooks Online (QBO) integration, there are three core functions you’ll want to explore:

Head to People & Organizations and edit any organization. You’ll see a “Linked QuickBooks customer field”. Start typing the name of a customer in QBO, and OnRent Events will auto-suggest from matching results

If you have the “Create a linked QuickBooks customer when creating an Organization?” toggle set to YES in your integration screen, a new linked QBO customer will automatically be created when you create an organization in the system.

Check out our guide for more: Link an organization to a Xero contact or QuickBooks Online customer

At any point, you can import customers from QBO to OnRent Events or export organizations from OnRent Events to QBO. This is especially useful if you have other departments that create customers in QBO and you wish to bring them into OnRent Events, or if you have the  “Create a linked QBO customer when creating an Organization?” toggle turned off in your integration settings.

To import or export, go to System Setup > Integrations > QuickBooks. Check out our guide for more: Import and export organizations from QuickBooks Online

Provided your integration is set up correctly and all mappings are completed, posting an issued invoice is just one click. 

From an issued invoice, hit Post Invoice under Actions.

That’s it! OnRent Events will post the invoice to your accounts solution. If all goes well, you’ll see a green notification at the top-right.

For more information, see: Post an invoice or credit to Xero or QuickBooks Online

If you like, you can set up OnRent Events so that you can record payments in Quickbooks straight from an invoice page.

Once set up, hit Take Payment under Actions to get started. Pop in the details and post!

If there’s a problem, OnRent Events will let you know. We’ve got a troubleshooting guide that can help sort out any problems, see: Troubleshoot Xero or QuickBooks Online