Accounting Integration Settings

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, i.e., Quickbooks (Online). 

Reaching "Accounting Integration Settings"

To reach "Accounting Integration Settings," follow the below steps:
  1. Step 1: Log into Control Center
  2. Step 2: Choose Point of Sale
  3. Step 3: Choose Maintenance

                                                                              Figure 1
  1. Step 4: Choose Settings & Panels 
  2. Step 5: Choose POS (Point of Sale Settings)
  3. Step 6: Choose Accounting 

Understanding "Accounting Integration Settings" Layout

Please see the image below labeled Figure 2 for a description of the buttons and fields that appear on the screen. You will also see a list of company connections that have already been added.                                                                                           
                                                                                                                                                                                                                                 Figure 2                                            

Buttons: 

  1. Integration Type: From the drop-down, select your Integration Type, i.e., external accounting system.

                                      Figure 3

Manage Quickbooks Online Company Connections:

1. Add Connection: This button lets you add a new connection to your account export system, Quickbooks Online.

                                                                                                                                                                                                                                                                                    Figure 4
  1. For that, you will have to enter the API keys from the Accounting System Developer's side.

                                                                                  Figure 5
  1. Once you have entered the right API keys, click on "Save and Authenticate" to move ahead with the connection establishing process.

                                              Figure 6
  1. Click "OK" to navigate to the QuickBooks Online website.

                                   Figure 7
  1. Log in with your credentials and choose your company from the list down below. See Figure 8.

                                                     Figure 8
  1. Then, click on "Next."
  2. When the system tells you that the connection is successful, it will redirect you to the Accounting Integration Settings page. See Figure 9.

                                                                          Figure 9

2. Authenticate: See Figure 2. This button is for re-authenticating the new company connection. When clicked, it displays a message that re-authentication is successfully done. See Figure 10.

                                                    Figure 10


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