QuickBooks Integration

Overview

Quickbooks, from Intuit, is the most popular accounting package in the US with market share of over 80%. While Quickbooks have recently been making a concerted push into the online environment with their Quickbooks Online product, there are still many millions of businesses running the installed, offline version of the accounting package.

To enable their users to get the benefits of integrating with new innovative online services like AffinityLive, Intuit have developed Intuit Anywhere, an online "locker" for financial data. This integration is automatic if you're using Quickbooks Online, and many offline versions of QuickBooks comes with the Intuit Sync Manager which allows a semi-automatic integration with AffinityLive.

Summary

1. Connect QuickBooks to AffinityLive.

Connecting will not trigger any importing or exporting of data. However, now you can create an invoice in AffinityLive, and it will automatically push to QuickBooks (you'll need to run the sync utility if using the desktop version). To push existing invoices from AffinityLive to QuickBooks, simply edit and save the invoice.

2. Sync the account/ledger codes and tax codes.

This will help you create invoices in AffinityLive that are more easily recognized by QuickBooks. Your AffinityLive invoice can use the same account and tax codes from QuickBooks.

3. Import contacts and invoices from QuickBooks to AffinityLive. (optional)

You may have lots of invoice history in QuickBooks that you'd like to see in AffinityLive. Run an import to pull in all your QuickBooks "Customers", invoices and payments. NOTE that this import, in most cases, should only be run once.

When customers are imported to AffinityLive, a company AND contact are created. The contact can renamed to represent a real client contact, or can simply be renamed to "Accounts Payable" for e.g. You must have 1 contact on the company in order to successfully push an invoice from AffinityLive to QuickBooks.

4. Syncing contacts and invoices:

AffinityLive will only push/sync contacts into QuickBooks when an invoice is saved in AffinityLive. The syncing of companies/contacts by themselves is not supported.

You can enable an option to import/sync invoices that you continue to create directly in QuickBooks to AffinityLive.

If you need to edit an invoice, try to do it from AffinityLive first, since we can more accurately sync down to QuickBooks than pull changes back from QuickBooks.

Note: Quickbooks only handles up to 105 characters in the Notes section of the invoice.