Documentation Index
Fetch the complete documentation index at: https://help.gorelo.io/llms.txt
Use this file to discover all available pages before exploring further.
Gorelo integrates with QuickBooks Online which allows you to sync clients, invoices, tax rates, payments and more!
Navigate to Settings > Integrations.
Click the ⚙️cog icon to configure QuickBooks.
Click the Connect to QuickBooks button.
Log in 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.Gorelo recommends creating 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 refreshes 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 QBO will be mapped automatically
- Chart of Account (COA) codes can be set individually on the following levels:
- Chart of Account (COA) codes can be set via Product Categories and Subcategories — products/bundles will then inherit these COA codes.
Optional settings
Navigate to Settings > Billing > Invoice Settings.
Click the Sync button in the top right corner to resync.
Set your default tax rate.
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
