Accounting Integration Settings
Accounting Integration Settings Overview
"Accounting Integration Settings" consists of account-level settings that will help your accountants by exporting data to your external accounting system. Currently, only QuickBooks Online is available for integration.
1. Reaching "Accounting Integration Settings"
To reach "Accounting Integration Settings," follow the below steps:
- Step 1: Log into Control Center
- Step 2: Choose Point of Sale
- Step 3: Choose Maintenance
- Step 4: Choose Settings & Panels
- Step 5: Choose POS (Point of Sale Settings)
- Step 6: Choose Accounting (Accounting Integration Settings)
Figure 1.0
2. Understanding "Accounting Integration Settings"
Please see the image below labeled Figure 2.0 for a description of the buttons and fields that appear on the screen. You will also see a list of Quickbook Online connections that have already been added.
Figure 2.0
Buttons:
2.1 Integration Type: From the drop-down, select your Integration Type. At this time, the only option is Quickbooks Online.Figure 2.1.0
Manage Quickbooks Online Company Connections:
2.2. Add Connection: This button lets you add a new connection to your account export system, Quickbooks Online.Figure 2.1.1
- For that, you will have to enter the API Key and API Secret. This information will be provided to you by Quickbooks Online.
Figure 2.1.2
- Once you have entered the right API key and secret, click on "Save & Authenticate" to move ahead with the connection establishing process as highlighted in Figure 2.1.1 above on Add Connection to Quickbooks Online form.
Figure 2.1.3
- Click "OK" to navigate to the QuickBooks Online website.
Figure 2.1.4
- Log in with your credentials and choose your company from the list down below. See Figure 2.1.5.
Figure 2.1.5
- Then, click on "Next."
- When the system tells you that the connection is successful, it will redirect you to the Accounting Integration Settings page. See Figure 2.1.6.
2. Authenticate: See Figure 2.1.6 This button is for re-authenticating the new company connection. When clicked, it displays a message that re-authentication is successfully done. See Figure 2.1.7.
Figure 2.1.7
- Once all the accounting integration is done, click on the "Save & Close" button in the top right corner, as highlighted in Figure 2.0 above as
.
Once completed, the accounting integration settings will be configured for your company.
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