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
Navigate to Settings → Integrations
Click the ⚙️cog icon to configure QuickBooks
Click on ‘Connect to QuickBooks’ button
Login with your QuickBooks account and allow access — you will then be redirected back to Gorelo with a success message.
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.
Select a default Tax Code from the list
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)
Navigate to Settings → Integrations
Click the ⚙️cog icon to configure QuickBooks
Click the 'View Clients' button
Map any remaining clients in Gorelo to Contacts in QuickBooks
Click ‘Update’
Set default tax rate (optional)
Navigate to Settings → Billing → Invoice Settings
Click the ‘Sync’ button in the top-right corner to resync
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