QuickBooks Online is a widely used cloud-based accounting platform. With CleanCloud's integration, you can seamlessly sync your daily revenue, both cash and card payments, and send monthly generated invoices to QuickBooks.
Activating QuickBooks Online Integration
To link your CleanCloud account to QuickBooks Online, navigate to Admin > Settings > Payments & Finances > Accounting Integration, and select “Connect to QuickBooks”.
Important: Maintain a valid connection by performing this once every 100 days.
Once connected, click “Map QuickBooks Accounts” to allocate sales and tax IDs, if needed.
Automatic Sync
Enable automatic sync by choosing the desired sync time in Admin > Settings > Payments & Finances > Accounting Integration > Automatically Sync. This will automate sending your end-of-day revenue data to QuickBooks as a sales receipt.
Assign QuickBooks ID to Customers
For sending customer invoices to QuickBooks, assign a QuickBooks ID to them.
Ensure the customer is created in QuickBooks.
In the customer CRM profile, enter the customer's name in the “QuickBooks ID” field. This will display a relevant customer list from your QuickBooks account.
Choose the correct customer from the list, and their ID will automatically populate the field.
Completing this step enables you to send the invoice to QuickBooks.
Pro tip: Access the Sending Business Invoices to QuickBooks help article for more information.
💡 Tip
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