Skip to main content
Gorelo integrates with QuickBooks Online which allows you to sync clients, invoices, tax rates, payments and more!
1

Navigate to Settings → Integrations

2

Click the ⚙️cog icon to configure QuickBooks

3

Click on ‘Connect to QuickBooks’ button

Image 148
4

Login with your QuickBooks account and allow access

You will then be redirected back to Gorelo with a success message.
Image 149
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 QBO 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.

​
Optional Settings

1

Navigate to Settings → Integrations

1

Click the ⚙️cog icon to configure QuickBooks

1

Click the 'View Clients' button

1

Map any remaining clients in Gorelo to Contacts in QuickBooks

1

Click ‘Update’

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