Welcome to our QuickBooks Online FAQ page, where we provide clear answers to your questions about using QuickBooks Online with your business.
Whether you're wondering how to connect or disconnect your account, sync data, or understand what information is transferred, you'll find all the answers you need here.
To better serve our users, our support team is here to help you with all support matters. You can reach out to us between 9am – 7pm EST Mondays – Fridays through the following channels:
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Email: [email protected]
FAQ's
What is QuickBooks Online?
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QuickBooks Online is a cloud based financial management software. It's designed to slash the time you spend managing your business finances, by helping you with tasks such as:
Creating estimates and invoices
Tracking sales and cash flow
Managing your customers and suppliers
Monitoring your tax and making tax return much easier
Understanding your company's performance
Planning ahead and budgeting
Can this work with any QuickBooks account?
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QuickBooks Online offers 4 plans, 3 of which will work with the software. The Simple Start, Plus and Advanced will work with the program, but the Self -Employed version will not. The most basic version that will work, simple start, starts at $12
Will QuickBooks be shown to Cloud Trial users?
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No, QuickBooks will only be shown to users who are paying for their cloud subscription.
Who can purchase the QuickBooks Online add-on?
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This add-on service will only be available for Deluxe and Premier Cloud editions that are not international customers (US only). This add-on service will NOT be available to WinForm users, Cloud Basic, or Cloud Legacy.
How can the Rate Plan be created?
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The rate plan can be created two ways:
Over the phone - the customer can call in and purchase this add-on service.
Through the Cloud website - a rate plan will be created when they successfully connect to QuickBooks. The customer will be able to connect to QuickBooks through the Options page under More Features.
How can they cancel QuickBooks Online?
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The add-on service can be canceled two ways:
Over the phone - the customer can call in to cancel the add-on service.
Through Account Management - the user will be able to log into Account Management to cancel this add-on service.
Once canceled, any connections to QuickBooks will be disconnected.
How can a customer connect their QuickBooks Online account?
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Customers can log into the Cloud website and go to the Options page, under More Features there will be a section for QuickBooks Online. From there the customer will be able to connect to their QuickBooks Account.
Please Note:
Customers will need to use the same Cloud website domain as their product.
For example, if the Customer is a DaySmart Pet user, they will need to use online.daysmartpet.com to connect to QuickBooks. If the customer uses online.daysmartsalon.com to connect but they are a DaySmart Pet user connecting to QuickBooks will not work.
How can a user disconnect their QuickBooks Online account?
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The users QuickBooks connection can be disconnected three ways:
Canceling the add-on service - once the add-on service has been canceled, any connections to QuickBooks will be disconnected.
Through the Cloud website - the customer can go QuickBooks Online setting page (Options -> More Features -> QuickBooks Online) and click the Disconnect button on the page.
Through QuickBooks Online - the user can log in to their QuickBooks Online account to manage their apps.
Note: Disconnecting through the QuickBooks Online or the Cloud website will NOT cancel the customers add-on service.
Will any items be created in the customer’s QuickBooks Online account to support this feature?
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Yes, when a customer connects their QuickBooks account the following accounts will be created, each item created will have one of the following product prefixes - SI-, PET-, INK-, ORCHID-
Payment Account - is the default payment account that will be used to record payments that are synced over.
Product - will be used to keep track of any products sold (includes returns). Inventory levels are NOT transferred.
Service - will be used to keep track of any service sold (includes returns.
Tip - will be used to keep track of any withheld/settled tips.
Loyalty Points Redeemed - will be used to keep track of any loyalty points redeemed.
Package - will be used to keep track of any packages sold.
Membership - will be used to keep track of any memberships purchased/payments/returns
Discount - will be used to keep track of any discounts given to any item.
Gift Card - will be used to keep track of any gift cards purchased and redeemed.
Client - will be used as the default client on a QuickBooks invoice.
Payment - will be used to set the payment method on an invoice. ( it will show Salon Iris Payment Method or 123Pet Payment Method, etc.)
Tax - will be an overall total of sales tax, it won't be separated if they have more than one sales tax being applied.
What will be synced over to QuickBooks?
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Tickets that have been closed or closed and then voided will be the only thing that is synced over to QuickBooks. This includes any withheld/settled tips, any tax that has been applied, and the overall payment amount that has been received. The following ticket items will be synced over:
Products and Services - this includes returns and prepaid services.
Any discount that is given.
Loyalty points redeemed - this includes redeeming loyalty points for discounts or a service/product.
Selling Packages.
Memberships that have been purchased, as well as, any membership payments.
Gift cards that have been purchased or redeemed
What will NOT be synced over to QuickBooks?
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This feature will not be syncing over the customer’s products, services, packages, memberships or client lists. It will also only be able to sync the ticket items from above, for example, if there is a WinForm user that converts to Cloud, it is possible that invoice totals from past tickets may be incorrect, this is because not all WinForm ticket items are supported in Cloud. One example is that WinForm offers Coupons and Cloud does not.
Can the user import past tickets?
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Yes, once the customer is connected there will be an Import option. Importing can only be done one time once the user connects. The customer will be able to import up to a year of past data.
How does it sync data over?
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Syncing data over to QuickBooks can be done a couple different ways:
When the customer first connects there will be an option to import data. The customer will be able to import up to a year of past data. It will only import closed tickets.
Note: Importing can only be done one time once the customer is connected.When tickets are closed, it will be synced over to QuickBooks. If a closed ticket (already in QuickBooks) is voided it will also be synced over to QuickBooks.
What gets created in QuickBooks when data is synced over?
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When a ticket is synced over to QuickBooks an Invoice and Payment will be created. The Invoice will contain line items that pertain to what was on the ticket. The Invoice created will be linked to a payment. The payment will have information as to where this money is getting deposited in QuickBooks, by default it will deposit into the default account that is made for our products.
Can the customer change the default payment account?
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Yes, the customer can change the default payment account from the QuickBooks Online page on the Cloud website. This can be found on the Options page under More Features. The customer will be able to choose any accounts that are their QuickBooks account that is marked as a Bank or Current Other Assets.
Is there a way to know what data synced over?
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Yes, there will be a sync log page where the customer will be able to see all tickets that have successfully or failed to sync over to QuickBooks. This page is accessible on the QuickBooks Online page in the Cloud website.
If data failed to sync over, can it be resynced?
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Yes, if there are any tickets that failed to sync to Quickbooks, they can be resynced from the synced log page. On the synced logged page there will be an option to sync all failures, by default they will only be able to sync over any failures that have happened in the past 90 days.