Connecting Quickbooks
To connect your Quickbooks account to Alguna, follow these steps:- Go to Settings → Connections → Integrations in Alguna.
- Click Connect on the tile with Quickbooks.
- Choose the Quickbooks organization you wish to connect to Alguna.
- If you’re testing in the sandbox environment, we recommend connecting to a Quickbooks Sandbox.
- Authorize the connection between Quickbooks and Alguna.
- Set Alguna as your source of truth for customer and invoice creation.
- Optionally, import existing customers from Quickbooks into Alguna (this can also be done later).
- Set up your accounting ledger and payment accounts for proper ledger entry mapping.
Sending Invoices
When the default invoicing flow for customers is set to Quickbooks, all invoices approved for customer issuing are created in Quickbooks. Then, depending on your settings, they are sent out for payment collection. In Alguna you can choose whether the invoice is released automatically or reviewed manually first.You can find how to set these preferences here
Automatic Payment Reconciliation
If payments are collected through Quickbooks, the reconciliation is automatically synced to Alguna. This means that the original payment source and the payment record are matched in both systems, keeping your invoicing reconciliation accurate in both systems. The Alguna invoice moves topaid, and the invoice.paid webhook fires as it would for an Alguna-collected payment.
Related
- QuickBooks accounting sync — Alguna invoices, QuickBooks records
- Invoicing configuration — choosing the invoicing flow and release rules
- Invoicing customers — what customers receive