To connect your Quickbooks Account to Solvimon, go to the integration panel on Solvimon Desk under Menu → Settings → Integrations → Quickbooks

Getting Started

Requirements

To set up an integration with Solvimon Desk and Quickbooks, you will need an active Quickbooks account (for Sandbox environment, a Quickbooks developer account)

Step 1 : Connect to your Quickbooks Account

Login to your Solvimon Desk and click on Connect to Quickbooks under Integrations

Once you click on Connect to Quickbooks, you will see a pop-up like the one shown below

Once you click on Connect you'll see a window opening up where you need to login with your Quickbooks Account credentials

On Authenticating your credentials, you will be navigated to a screen where you get to select Allow Access to connect your Quickbooks application to Solvimon

Step 2 : Setup configurations and Enable Integration

Once authenticated, you can view the configurations tab to enable the workflows you'd like to enable in your Quickbooks Platform. Currently, the supported and out of the box workflows are listed under configuration but if you don't see the one you're looking for, you could reach out to your Sales Executive

Step 3 : Synchronise your data

Import Customers

You can import your Customers from Quickbooks to Solvimon to speed up your onboarding process.

Every Organisation entity in Quickbooks is treated as a Platform for Solvimon

So Contacts in Quickbooks become Customers in Solvimon which is equivalent to Accounts and their contact details are synced under Contacts in Solvimon

Import Billing Entities

You can import details of your billing entities (read more about billing entities here)

Every Organisation entity is treated as a Billing Entity in Solvimon, created and synced automatically on running the integration.

You can add more than one Billing Entity to your platform on Solvimon. In order to be valid for invoicing in Solvimon every Billing Entity needs the following

• Name
• Tax ID
• Address
  • First Line
  • Postal Code
  • City
  • Country (read more about Country Code standardisation)

Import Products

Products configured on your Quickbooks account can be synced to Solvimon. The products would be created in the Products section in the settings menu under the category Quickbooks Products

This will include the product line items defined in the ERP along with it's metadata i.e. product code and Quickbooks resource ID

Import Invoices

Whenever an invoice is finalised in Solvimon, it will automatically get pushed to Quickbooks as an ACCREC Invoice

For Invoices pushed from Solvimon to Quickbooks, each Product will be treated as a line item in the Quickbooks Invoice along with it's usage, quantity, price and tax

Configuration of lines sent on an Invoice -

• Number
• Invoice ID
• Customer Details
• Billing Entity Details
• Invoice Line Items
  • Item Name
  • Unit Price
  • Currency
• Invoice Total
• Taxes
• Discounts
• Commitments

We Recommend the following steps

To gain the most value from the accounting integration, follow the below steps:

1. Import your customers from Quickbooks to Solvimon
2. Use Solvimon to create Draft Invoices
3. Review and Edit invoices within Solvimon Desk as needed
4. Finalise and send invoices to customers using Solvimon
5. Invoices are automatically synced with Quickbooks for revenue recognition and general accounting purposes

Once the integration is in place there can be multiple ways to setup the synchronisation. Its by default trigger based for updating the list but custom triggers can also be handled and for such requirements you can reach out to your sales executive for further assistance

You can now view your desired data on the Solvimon Desk and vice versa on your Quickbooks platform based on the integrations chosen.

🎉 You're now all set and have enabled synchronisation!