QuickBooks Online: Getting Started

There are two version of QuickBooks: online and desktop. 

Overview

This article explains how to connect Kindful to QuickBooks Online.

Linked Articles:

Overview of the QuickBooks Integration

QuickBooks Online FAQs


How do transaction types map?

When data syncs from QuickBooks to Kindful, Kindful currently supports 32 different Payment Methods from QuickBooks. We map QuickBooks "Payment Methods" into Kindful as "Transaction Types". The following Payment Methods are supported:

QuickBooks Payment Method

Kindful Transaction Type

cash

Cash

ca

Cash

check

Check

ck

Check

cheque

Check

paypal

PayPal

pp

PayPal

pay pal

PayPal

visa

Credit

mastercard

Credit

master card

Credit

diners club

Credit

american express

Credit

discover

Credit

mc

Credit

squarespace

Credit

credit

Credit

cc

Credit

credit card

Credit

wepay

Credit

electronic fund transfer

EFT

transfer

EFT

wire transfer

EFT

wt

EFT

achdebit

EFT

eft

EFT

e-check

EFT

payroll deduction

Payroll Deduction

direct deposit

Automatic Withdrawal

shopify

Shopify

stock

Stock

square

Square

If you use one of these Payment Methods in QuickBooks, it will automatically sync to the corresponding Kindful field. If these types are not used, it will sync over as “Cash”.

Once the integration is connected, the payment type mappings cannot be remapped. It is important to ensure that Payment Methods in QuickBooks are set correctly before connecting the integration. 

 When syncing data from Kindful to QuickBooks, if a corresponding Payment Method does not exist in QuickBooks, Kindful will create one for some of our Transaction Types.

Kindful Transaction Type

QuickBooks Payment Method

One Time Transaction

Credit

Recurring Transaction

Credit

Paypal

Paypal

Shopify

Shopify

Stock

Stock

Square

Square


Please note that some Transaction Types are not included on this list.

Credit, Cash, and Check can will sync; however, they need to manually be created as payment methods in QuickBooks prior to connecting the integration.

With this set prior to connecting the integration, as long as the Payment Methods in QuickBooks are strictly the word “Credit”, “Cash”, or “Check”, it will sync without needing custom mappings.


 Connecting to QuickBooks Online

In Kindful, go to Apps on the left sidebar, then choose App Directory.

Locate the QuickBooks Online icon and click Learn More

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 Next, click Connect and then Connect again.

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QuickBooks Online’s login page will appear in a new window. Sign in with your credentials.

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When asked, choose Authorize to allow Kindful to access the data from QuickBooks Online.

You'll be redirected back to the Kindful Settings page, and if you see a green Sync Data with QuickBooks icon, you are connected.

Screen_Shot_2019-03-06_at_9.15.33_AM.png


Syncing QuickBooks

QuickBooks will not begin syncing until you configure the settings for the integration.

In Apps > App Directory, click on App Settings for QuickBooks Online choose Sync Data with QuickBooks.

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Choose how you would like QuickBooks and Kindful to sync, then choose Save.



A Note About Class-Campaign Syncing

Please note: if you don't want the QuickBooks-Kindful integration to keep your Classes and Campaigns "in sync", then we can turn that off for you. This can be turned off even if you are already using the QuickBooks-Kindful integration. If you'd like to do this, Please contact support@kindful.com.

Additional resources


Still have questions?

Feel free to send our support team an email, or you can call the phone number found in the lower left hand corner of your Kindful Admin account to speak to a team member. 

 

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