📝 Overview
Inventory items in your DaySmart Vet account will be added to your QuickBooks Online account so that we can map billing from DaySmart Vet to QuickBooks. All of the items that we create will have their ID in their names so that you can clearly identify them.
Clients from your DaySmart Vet account will be added to your QuickBooks Online account to the extent that we can't exactly match a client on first name, last name and email address. If we find a match, we won't create a duplicate. If we can't find a match, we'll create the client. As with inventory items, we'll include the client's ID for all clients that we create.
All billing transactions (i.e., invoices, payments, credits, etc.) will automatically sync to your QuickBooks Online account every hour. This will eliminate the need to double-enter billing transactions manually into QuickBooks.
⚠️ NOTE: We will not sync the whole inventory and client list to clinic's QB. We actually sync client and inventory based on the invoice created after enabling the integration. If you decide to turn on the this integration, you will need to turn off the integration to your bank account. Not doing so will result in duplication of revenue data.
✅ Enabling the Integration
The first step is enabling the QuickBooks integration from your settings.
⚠️ You will need an established QuickBooks account before you proceed to enable the integration.
Click the arrow to learn how to enable the integration
Click the arrow to learn how to enable the integration
To enable the QuickBooks Online integration:
Click on Settings
Click on Integrations
Scroll to the QuickBooks Online Integration row, and click on the plus icon
In the form that appears, click on the "QuickBooks Online" button
Enter your QuickBooks Online credentials to grant DaySmart Vet permission to update your QuickBooks Online account with data from your DaySmart Vet account
🔧 How to Configure the Integration
After the integration is enabled, you will need to configure your account to ensure it syncs properly.
Click the arrow to learn how to configure the integration
Click the arrow to learn how to configure the integration
After enabling the integration, you will need to configure the integration by setting two default values - an income account, and a services account. The add-on is configured by clicking on the edit icon next to the QuickBooks Online Integration line item.
The "Income Account" field is the default account that we will use when we create inventory items in your QuickBooks account. The values for this field are pulled from your chart of accounts. All items that have a category type of "income" and a detail type of "sale of product income" will be available in the list when configuring the integration in your DaySmart Vet account.
The "Services Account" field is the default account that we use as a catchall for things like taxes, write-offs, late fees and historical credits. We'll display these as line items in imported invoices using the service account you select. The values for this field are pulled from your products and services list in QuickBooks. All items that have a type of "services" will be available in the list when configuring the integration in your DaySmart Vet account.
🎥 Video Tutorial on Configuring
🛜 Quickbooks to DaySmart Vet Connection issues
If your clinic experiences syncing issues with the QuickBooks integration—such as errors related to an incorrect or invalid refresh token—you can now Reconnect / Reauthorize the connection without disabling the integration or changing your enabled date. This option refreshes the connection securely and helps resolve common authorization issues while preserving all historical data.
Click the arrow to learn how to handle connection issues
Click the arrow to learn how to handle connection issues
When to Use Reconnect / Reauthorize
Use the Reconnect / Reauthorize option if you encounter:
Sync failures or delays
Authorization or token-related errors (for example, incorrect or invalid refresh token)
Intermittent connection issues with QuickBooks
This option is recommended before disabling and re-enabling the integration
How to Reconnect / Reauthorize QuickBooks
Navigate to your QuickBooks Integration settings.
Select Reconnect / Reauthorize.
Follow the prompts to sign in to QuickBooks and confirm access.
Once completed, the connection will refresh automatically.
After reauthorization, syncing should resume without any changes to past data
Important Notes
Reconnecting does not reset your integration settings.
No historical transactions or records are modified.
This action is safe to perform whenever a connection issue occurs.
💡If your clinic receives an email requesting that you reconnect or reauthorize the QuickBooks integration, you can do so directly using the Reconnect / Reauthorize option. The email now includes updated guidance letting you know that: