Connecting QBO
Check to see if you have a Proposals Established or Premium Subscription.
Visit the Settings tab, then, Integrations.
Scroll down to the Quickbooks Online integration.
Click on ‘Connect to Quickbooks Online’.
Authorize your login to Quickbooks Online using your username and password.
It is important that you have your tax rates set up in QBO for this integration to work.
If a message appears advising that you do not have your tax rates set up in QBO follow these instructions.
Navigate to QBO
Select the Taxes tab
Select "Sales Tax Settings"
Add your sales tax
Navigate to Settings -> Accounting in Curate
If there is a tax drop down selection for Quickbooks you are set.
If you do not see any Quickbooks tax options you will want to go back to Settings -> Integration and Disconnect from Quickbooks.
You may need to clear your browsers Cache before connecting to make sure the newly added QBO sales tax shows up.
Syncing Events to QBO
Go to the Reports tab.
Select the dates and time period you would like to run data for.
Click ‘Report’.
At the far right column, click on ‘Sync’ object for the events you would like to send to QBO.
Video Tutorial for the initial setup:
Video Tutorial on how to auto generate an invoice number in Quickbooks Online:
Common Answers to User Questions:
Information is only transferred to your QBO when invoices are synced from the Reports page in Curate.
Curate will only send payment details and invoice totals at the time of the sync. This is important as your customers pay directly through the software or if you manually mark payments, they will only sync to QBO at the time of sync.
You are able to transfer payment information, customer information, invoices with line items, and tax information.
Curate users are required to go to their Events tab in the Reports page to sync and re-sync proposals should change have occurred.
Curate sends over the following information:
Invoice date, payment information, line items, and prices.
All of the line items with their names, quantity, and price (and whether they're taxable or not).
All of the payments are synced (only the information, no actual payment processing being offloaded to QBO).
Any convenience fees for completed payments are copied over as a single payment record in QBO.
The tax rate (according to how it has been matched within Curate).
Check to see if existing customer and update their information.
New customer information.
The Event Date is copied as the invoice date and the due date.
QBO tax rates can be adjusted in the Settings page under the Accounting tab within Curate.
Previous synced proposals to QBO will attempt to be updated upon future sync.
A new proposal in QBO will be created.
If you're having trouble getting QBO to auto generate an invoice number after syncing, please navigate to Settings -> Your Company - Account and Settings -> Sales -> Locate and uncheck Customer transaction numbers. This feature disables the ability to auto generate invoice numbers when it's active. Turning this off will only impact NEW proposals being synced. Any Proposals synced in the past will require an invoice number to be added manually.
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