RepairDesk integrates with QuickBooks accounting to provide repair centers with a great way to keep track of their invoicing and accounting.
On the Sign In screen, enter your login details for your QuickBooks account and click on Sign In button and select the Company you want to sync with RepairDesk.
Note: This integration works with the cloud version of QuickBooks and not with the desktop version.
Once configured, you should see the Landing Page for Quickbooks Integration
Once you've connected your account, you would need to set up and map your accounts for RepairDesk's integration for QuickBooks.Go to the Account Configurations tab.
Please select the following accounts from the drop-down menus:
Account for Inventory Assets: Inventory Asset
If the user wants to sync Inventory based on purchase then you need to click the check box ” Sync inventory based on purchase “
Account for Purchases: Cost of Goods Sold
If the user wants to sync the Cost price of each item based on category in the specific chart of account then he needs to check the following trigger “Enable Mapping of Categories with Accounts”
Account for Sales Tax: Taxes & Licenses
If the user wants to sync the Retail price of each item based on the category in the specific chart of account then he needs to check the following trigger “Enable Mapping of Categories with Accounts”
Tax Class: GST, VAT, etc. (depending upon your business requirements)
Once you make the configuration to sync the items at the time of purchase, it will be applied on the new items once you purchase and receive items and creates goods receiving note.
NOTE:
Please refer to your accounting department to guide you on which accounts are being used for your business and map them accordingly. Please refer to your company's chart of accounts for this purpose.
Following are the recommended Account Types to map.
It is mandatory to select all accounts for the integration to work properly.
Account for Inventory Assets
- Account Type: Current Assets,
- Detail Type: Inventory
Account for Purchases
- Account Type: Cost of Sales,
- Detail Type: Supplies & Materials -COS
Account for Sales
- Account Type: Income,
- Detail Type: Sales of Product Income
Once mapped, click Save Configuration.
After the integration with QuickBooks has been successfully set up, your invoices will begin syncing automatically. Under Manage Invoices, you can also see the sync status of your RepairDesk invoices. The following statuses will be visible:
Completed: Invoices has been successfully synced with QuickBooks. In Queue: Invoices have been lined up in the queue for syncing. Pending: These invoices have not yet been sent to the queue for syncing.
You can search for specific invoices based on their syncing status with QuickBooks. Use the Search Filter feature on the Manage Invoices page and select any status from the drop-down menu, and click Search.
To sync a particular invoice, click on the Action button next to the invoice, and select the Sync with QuickBooks option from the drop-down menu.
To sync invoices in bulk, select the invoices using the checkboxes on the left to mark them for selection. Once you've selected the invoices you need, click on the Action button on the top-right corner and select the Sync with QuickBooks option from the drop-down menu.