QuickBooks Online is a popular cloud-based accounting platform. With CleanCloud’s integration, you can seamlessly sync daily revenue (both cash and card payments) and send monthly invoices directly to QuickBooks.
How to Activate QuickBooks Online
To link your CleanCloud account to QuickBooks Online, follow these steps:
1. Navigate to Settings → Admin → Payments & Finances → Accounting Integration.
2. Select Connect to QuickBooks. This will open a new tab on the Intuit platform, where you can either create an account or log in with your existing QuickBooks/Intuit credentials.
ⓘ Important: To maintain a valid connection, perform this login once every 100 days.
3. Once connected, click the Map QuickBooks Accounts button to allocate sales and tax IDs, then click Send Test End of Day Sync to verify the connection (if required).
4. Click Submit to save your changes.
Additional Settings
Automatically Sync: This option allows you to set a specific time to automate the daily sync of your revenue data to QuickBooks as a sales receipt.
Show Send Invoice to QuickBooks Button for Invoices: If enabled, this toggle will display a Send to QuickBooks button on the Invoices page.
Assign QuickBooks ID to Customers
To send customer invoices to QuickBooks, you need to assign a QuickBooks ID to each customer:
Make sure the customer is already created in QuickBooks.
In the CleanCloud customer CRM profile, enter the customer’s name in the QuickBooks ID field. A list of relevant customers from your QuickBooks account will appear.
Select the correct customer from the list, and the QuickBooks ID will automatically populate the field.
Completing this step enables you to send invoices to QuickBooks.
Learn how to send business invoices to QuickBooks and streamline your accounting process.
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