Once you’ve set up your QuickBooks Online (QBO) integration, there’s three core functions you’ll want to explore:
- Link organizations to QBO customers
- Import or export organizations
- Post invoices to QBO
- Record payments in QBO
Link organizations to QBO customers
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 Current 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 Current.
Check out our guide for more: Link an organization to a Xero contact or QuickBooks Online customer
Import or export organizations
At any point, you can import customers from QBO to Current or export organizations from Current to QBO. This is especially useful if you have other departments that create customers in QBO and you wish to bring them into Current RMS, 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
Post invoices to QBO
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! Current RMS 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
Record payments in QBO
If you like, you can set up Current RMS 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!
Getting an error message? 😬
If there’s a problem, Current will let you know. We’ve got a troubleshooting guide that can help sort any problems, see: Troubleshoot Xero or QuickBooks Online