When the integration is enabled:
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
To enable the QuickBooks Online integration:
Click on Settings
Click on Add-Ons
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
Configuring 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.