Integrating with QuickBooks enables you to send billable items to QuickBooks for invoicing and payment processing. Contact information for customer accounts and pricing information for offered services can also be sent to QuickBooks.

Integrating with QuickBooks requires a subscription to QuickBooks Online. Your QuickBooks subscription and any fees is separate from your ScheduleFencing subscription.

The general flow of working with QuickBooks is to set up service and account mappings once ahead of time, and then create invoices on-demand from billable items.

Connect your QuickBooks company

To set up your QuickBooks integration, first purchase a subscription to QuickBooks Online from Intuit’s website. At the time of writing, Intuit offers several tiers of plans to QuickBooks, each with different available features. You should choose the plan that best fits your business needs; all the plans can work with ScheduleFencing.

After purchasing a QuickBooks subscription, log in to your ScheduleFencing site and connect to QuickBooks.

  1. In the top right corner, click Site Settings.
  2. Click QuickBooks.
  3. Click Connect to QuickBooks.
  4. Follow the prompts to authorize the connection between ScheduleFencing and your QuickBooks company.

You are now connected to QuickBooks and will see a new QuickBooks section on the main left menu.

Next steps

After you have connected to QuickBooks, you can begin sending unbilled items to QuickBooks invoices.

  1. First, set up service mappings between your ScheduleFencing services and QuickBooks services. This a required step done once per service.
  2. Next, set up account mappings between your ScheduleFencing accounts and QuickBooks customers. This is done once per account, and is usually automatic although in some cases manual action may be required.
  3. Next, create invoices in QuickBooks by synchronizing unbilled items. This is a repeatable workflow done on a per-customer basis.