Quickbooks Integration
The QuickBooks integration allows users to create customers and generate invoices directly within the Labii platform.
Overview
QuickBooks is a powerful accounting software that streamlines financial management for businesses of all sizes, offering features like invoicing, expense tracking, and financial reporting. In Labii, the QuickBooks integration enhances this functionality by allowing users to create customers and generate invoices directly within the Labii platform. This seamless connection simplifies workflow, eliminates duplicate data entry, and ensures that financial records are always up-to-date, making it easier for businesses to manage their accounting and customer relationships efficiently.
Glossary
QuickBooks and Labii use different terminology for the same tables. Below is a comparison:
The "Customers" table in QuickBooks is equivalent to the "Accounts" table in Labii.
The "Accounts" table in QuickBooks corresponds to the "Chart of Accounts" table in Labii.
The "Items" table in QuickBooks is the same as the "Products" table in Labii.
The "Invoices" table in QuickBooks matches the "Invoices" table in Labii.
The "Invoice Lines" table in QuickBooks corresponds to the "Invoice Items" table in Labii.
This chart highlights the direct mappings between QuickBooks and Labii tables.
Requirements
Install Customer Relationship Management application.
Install Financial Management application.
Quickbooks account
Configuration
To connect your QuickBooks account with Labii, you need to provide your realmID, which is your company ID. You can find the realmID by navigating to Settings -> Subscriptions and Billing in QuickBooks.
The realmID for the following columns needs to be updated:
Accounts -> Quickbooks Customer Id
Charts of Accounts -> Quickbooks Account Id
Products -> Quickbooks Item Id
Invoice -> Quickbooks Invoice Id
To update the realmID:
Go to the column settings of the table and select the column.
Click the Edit button in the Configuration section.
Replace
<realmID>in the URL field for all three methods with your realmID.Click Submit.
By default, you are connected to the QuickBooks sandbox account. To switch to production, ensure that you remove all instances of "sandbox-" from the URL.
Auth
Before using the integration, you need to authorize Labii to perform operations. Simply click the Auth button. If it's your first time, you'll be redirected to QuickBooks to enter your username and password. If you've authorized it previously, Labii will securely store a refresh token and use it to generate the access token.
Add to Quickbooks
The "Add to QuickBooks" function allows you to create records in QuickBooks based on the table you're currently viewing. For instance, if you click "Add to QuickBooks" from the account table, a customer will be created in QuickBooks. This function gathers all the necessary information for the records, so it's important to provide as much detail as possible in Labii. You can also customize the information included by updating the configurations. For more information, visit https://developer.intuit.com/app/developer/qbo/docs/get-started.
Update to Quickbooks
The "Update to QuickBooks" function allows you to update existing records in QuickBooks. For this function to work, the relevant ID must already exist.
Update from Quickbooks
The "Update from QuickBooks" function lets you retrieve data from QuickBooks and update the records in Labii. For this function to work, the relevant ID must already exist.
Download data from Quickbooks
If you are integrating QuickBooks with Labii for the first time, we recommend using the following dashboard widgets to directly download data from QuickBooks into Labii.
Quickbooks Customers - Download all their QuickBooks customer data directly into Labii.
Quickbooks Accounts - Downloading all accounts from QuickBooks and saving them as a chart of accounts within the Labii platform.
Quickbooks Items - Download all products and services from QuickBooks and save them directly within the Labii platform.
Quickbooks Invoices - Download all invoices from QuickBooks, saving them directly as invoices in Labii.
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