What goes to QuickBooks?

Clients go to QuickBooks as customers, invoices as sales invoices with their lines and tax, and applied payments as QuickBooks payments in the deposit account that you map. The unapplied part of a payment goes as an unapplied payment. Refunds, voids and deleted transactions remove or void the QuickBooks payment. A deleted client becomes an inactive customer.

Can payments that I receive in QuickBooks come back to Blesta?

Yes. Add the webhook URL from the Settings tab to your Intuit app and turn on the option. A payment that you receive in QuickBooks is then recorded on the Blesta invoice. A daily check also finds the payments that a webhook missed.

Will the QuickBooks totals match my Blesta totals?

Yes. The plugin uses the line amounts and the tax amounts that Blesta calculates, also for inclusive and two-level taxes. Turn off "Automatically apply credits" in QuickBooks, so that QuickBooks does not move a payment to a different invoice. The Repair payment links tool corrects the payments that it moved before.

What happens if QuickBooks is not available?

Nothing is lost. The change stays in the queue, and the plugin tries again later. Checkout and invoice creation in Blesta never wait for QuickBooks. If the connection stops, the dashboard shows the problem and your staff get an email.

Can I take card payments through QuickBooks?

Yes, with the QuickBooks Payments gateway for Blesta. It uses the QuickBooks Sync connection, so you connect to Intuit only once.

A QuickBooks Online company, a free app from developer.intuit.com, HTTPS on your Blesta site, the Blesta cron every 5 minutes, PHP with cURL, ionCube Loader 15 or later, and the free SystemFreaks Update Checker plugin.

QuickBooks Sync for Blesta

Your Blesta billing and your QuickBooks Online books show the same numbers, with no exports and no double entry. Clients, invoices, payments and credits go to QuickBooks as they happen, and the payments you receive in QuickBooks can come back to Blesta.

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Stop typing your invoices into QuickBooks

Each client, invoice and payment arrives in QuickBooks Online on its own, with the correct item, tax and deposit account.

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Books that stay up to date on their own

Customers, invoices and payments

New and changed clients become QuickBooks customers, with no duplicates. Each active invoice goes to QuickBooks with its lines, items and tax, and the QuickBooks total always matches the Blesta total. Partial payments, credits, refunds, voids and deleted transactions stay in step.

US sales tax, VAT and GST

For a US company, taxed lines go to QuickBooks with the tax amount that Blesta calculated, so QuickBooks does not calculate it again. For other countries, map each Blesta tax, or tax combination, to a QuickBooks tax code.

Payments made in QuickBooks come back

Turn on the Intuit webhook, and a payment that you receive in QuickBooks is recorded on the Blesta invoice. A daily check finds the payments that a webhook missed. The plugin never sends these payments back to QuickBooks.

A queue that never loses a change

Every change goes through a background queue that obeys the Intuit limits and tries again after a temporary error. The connection renews itself, the dashboard shows your monthly API use, and a Repair payment links tool corrects payments that QuickBooks moved to a different invoice.