This documentation provides step-by-step instructions on how to integrate Blastramp with QuickBooks (QB) Online. By integrating these two systems, you will be able to push invoices into QuickBooks and manage your income and expenses effectively. Please follow the instructions below to set up the integration:
Prerequisites:
You will need to have your QuickBooks log in credentials (username and password).
Integration Steps:
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- Navigate to the Advanced > Administration > Quickbooks Online Integration section in Blastramp.
- Click on the "New" button. This will redirect you to the QB login page.
- Use your QuickBooks account login credentials to log in.
- Select the company in QuickBooks that you want to link with Blastramp.
- Click on the "Authorize" button to grant permission to Intuit/QB to share your QB data with Blastramp.
- Once authorized, you will receive a confirmation message from Blastramp. In the text box provided, enter the company name and click "Save." Note that the entered name is for reference only and will not appear anywhere else.
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The top section of the page will display the following details:
- Name: Your Company Name
- Use Billing Address: Check this box if you want to link the bill to the account rather than the ship-to address (if available) when creating invoices in QuickBooks.
- Display Name Field: Specify whether you want the invoices to display the company name or contact information in QuickBooks.
- QuickBooks Edition: Select the edition you used when setting up your QuickBooks account (US Edition or International Edition).
- Exempt Tax: If you want to exclude a specific tax from passing over into QuickBooks, specify it here.
- Activate the custom field: If you are using invoice custom fields in QuickBooks, link them with Blastramp as well.
- Save your progress in each section to ensure that your work is not lost.
- Next, you need to map your Order Terms in Blastramp to QB's order terms. A dropdown will show the QB order terms. Once you have completed the mapping, click "Save" at the bottom of the page.
- After saving, you will be redirected to QuickBooks Online. Under the status column, you may see "Missing account mapping," indicating that the integration is not yet complete. Click on "Edit" to map Invoice Accounts.
- In the "Map Accounts" section, click on "Add mapping." You will see the Income categories you set up in QuickBooks displayed.
- From the dropdown menu, select the Chart of Account for each section that needs to be mapped, and then click "Save."
- The Income Categories will be displayed in the setup screen.
- Lastly, map the region billing taxes. Scroll down to the bottom of the page to find the "Map Taxes" section and click on "Add Tax."
- The following information will be displayed for you to select your billing region:
- Country: Select the country.
- Other Country: Add another billing region if applicable.
- Province/State: Select your province or state.
- Other Province/State: Add another billing region if applicable.
- Qbo Tax Code: Select the billing taxes applicable to your region.
- Each state/province must be mapped separately, even if it is tax exempted. Failure to map all regions may result in errors when sending invoices to QuickBooks.
- The mapped tax regions will be displayed in the setup screen.
- Once the integration is complete, confirm that the Status is showing "Active" and Authorize shows "Disable." If these statuses are not as expected, please contact help@blastramp.com for assistance.
- Navigate to the Advanced > Administration > Quickbooks Online Integration section in Blastramp.