QuickBooks Online

Written By Mikel from Gorelo

Last updated 3 months ago

Gorelo integrates with QuickBooks Online which allows you to sync clients, invoices, tax rates, payments and more!

Integrate with QuickBooks Online

  1. Navigate to Settings → Integrations

  2. Click the ⚙️cog icon to configure QuickBooks

  3. Click on ‘Connect to QuickBooks’ button

  4. Login with your QuickBooks account and allow access — you will then be redirected back to Gorelo with a success message.

  5. Select a default Chart of Account (COA) code from the list

    • This will be used for any item synced from Gorelo to QuickBooks that does not have a COA code applied automatically to the product/bundle/category

    • It is recommended to create a new COA code such as '4444 Uncoded from Gorelo' to make it obvious when something synced without a legitimate COA code. If this code has just been created then F5 refresh while on the 'Integration with QuickBooks is successful' screen so it appears, or start the integration again.

  6. Select a default Tax Code from the list

  7. Click the 'Complete QuickBooks Integration' button

Tips!

  • Clients in Gorelo with identical names to Contacts in Xero will be mapped automatically

  • Chart of Account (COA) codes can be set individually on the following levels:

    • Products

    • Bundles

  • Chart of Account (COA) codes can be set via Product Categories and Subcategories — products/bundles will then inherit these COA codes.

Map additional clients (optional)

  1. Navigate to Settings → Integrations

  2. Click the ⚙️cog icon to configure QuickBooks

  3. Click the 'View Clients' button

  4. Map any remaining clients in Gorelo to Contacts in QuickBooks

  5. Click ‘Update’

Set default tax rate (optional)

  1. Navigate to Settings → Billing → Invoice Settings

  2. Click the ‘Sync’ button in the top-right corner to resync

  3. Set your default tax rate by clicking the ‘Mark as default’ button on the far right of your chosen tax rate

Tips!

  • Tax rates can be set individually on the following levels:

    • Products

    • Bundles

    • Contract line items

    • Invoice line items

  • Tax rates can be set via Product Categories and Subcategories — products/bundles will then inherit these tax rates