QuickBooks Online

How do I subscribe to QuickBooks Online and what information do I need to sign up?

Getting started with QuickBooks Online is an easy process with their 30-day free trial period. Just enter your name, email address and choose a password and you’re good to go - QuickBooks Online doesn’t ask for any payment details during a trial. After the trial period is over, however, you will be asked to provide some basic details about your business. QuickBooks Online will use this to gather information from over 500,000 businesses around the globe to configure your QuickBooks Online file which you’ll then be able to customise and update as you go.

Will be data be secure in QuickBooks Online?

We sync all invoices, credit notes, payments and refunds that are transacted within Billsby. We also need to sync any customer names, email addresses and billing addresses that are associated with the invoices, credit notes, payments and refunds. QuickBooks Online takes security very seriously and ensures your data is secured and available to you. If you decide to cancel your QuickBooks Online subscription during the free 30-day trial, they’ll delete all traces of your data from their servers immediately. If you’re a paying QuickBooks Online subscriber and you choose to cancel your subscription then you’ll be given read-only access to all your data after you cancel. This will last for 365 days, after which it will be deleted from QuickBooks Online and all of their servers. You can find more information on this here.

How do I integrate with QuickBooks Online?

To begin the integration process with QuickBooks Online, you'll need to navigate to Integrations > QuickBooks Online, in Billsby control panel, and click on the ‘Connect with QuickBooks’ button in the top right of the screen. This will direct you to QuickBooks Online, where you'll be asked to login and grant Billsby permission to integrate with your QuickBooks Online account. After permission has been granted, you'll be directed back to Billsby where you'll need to assign accounts to each of the transaction types and confirm that your currency and tax configuration settings. Once you've completed these final steps you'll have successfully integrated your Billsby account with QuickBooks Online.

Will taxes be mapped from my TaxJar integration to QuickBooks Online?

Yes. The tax rate applied to any invoice or credit note will be created in your QuickBooks online account with the following label, Billsby - [TaxRate]. So, for example, if your invoice had a 20% sale tax applied to it, the tax rate would be created in QuickBooks Online as Billsby - 20%.

Before we can successfully map taxes, you'll need to make sure that your tax configuration in QuickBooks matches your tax configuration in Billsby. If your tax configuration does not match, invoices might transfer incorrectly, and payments might not properly applied to your invoices.

Will taxes be mapped from the Automatic tax calculations from Billsby to QuickBooks Online?

Yes. The tax rate applied to any invoice or credit note will be created in your QuickBooks online account with the following label, Billsby - [TaxRate]. So, for example, if your invoice had a 20% sale tax applied to it, the tax rate would be created in QuickBooks Online as Billsby - 20%.

Before we can successfully map taxes, you'll need to make sure that your tax configuration in QuickBooks matches your tax configuration in Billsby. If your tax configuration does not match, invoices might transfer incorrectly, and payments might not properly applied to your invoices.

What happens if I bill customers in multiple currencies?

If you trade in multiple currencies or have multiple currencies set up in Billsby, we recommend turning on the multicurrency feature in your QuickBooks Online account. Without this feature, when we send an invoice in another currency to your QuickBooks Online account it’ll convert it into your home currency on a 1-to-1 basis, so $250 becomes £250.

It is also important that your home currency in QuickBooks Online matches your base currency in Billsby. If your QuickBooks home currency differs from your Billsby base currency - so for example, you invoice in Billsby in dollars, but in QuickBooks your home currency is set to pounds, and you don't have multi-currency, it'll convert the invoice on a 1-to-1 basis, so $250 becomes £250.

Which sheet are my invoices added to in QuickBooks?

When integrating your Billsby account with QuickBooks Online, we use 'OtherCurrentAssets' transaction accounts.
This means that invoices synced from Billsby are added to the balance sheet, rather than the profit/loss sheet.