QuickBooks Online - Getting Started

Before getting started, it's helpful to know a few things about the integration and the support documentation that follows. In this article, we'll cover:

• What the integration does and when you should use it.
• A real-world video demo of pushing a Work Order and several Purchase Orders from EBIS into QBO, and showing what that looks like when it lands on a QBO Invoice or Bill.
• A video explanation of how the integration actually works, detailing the exact integration points, how data is aggregated, and where it lands in QBO.

In the following articles, we'll guide you through the entire process of activating and configuring the integration:

• Article 1: Enabling the EBIS to QBO integration. This focuses on authorizing the connection between EBIS and QBO.
• Article 2: Setting your General Configuration options for QBO within EBIS. This walks you through determining which data sets to push from EBIS to QBO (i.e. send WO info but not Time Clock, etc.)
• Article 3.1 - 3.3: Creating QBO Config Profiles. These articles are a deep dive on setting up QBO Config Profiles within EBIS, which allow users to set parameters on the exact data and format that gets pushed to QBO for Work Orders, OTCs, and Purchase Orders. If you have technical questions on how specific fields work, this is likely where you'll find the answers.
  • Jump To: Article 3.1: Setting Up Work Order Config Profiles
  • Jump To: Article 3.2: Setting Up OTC Config Profiles
  • Jump To: Article 3.3: Setting Up Purchase Order Config Profiles
• Article 4: Syncing data from EBIS to QBO. This showcases the different options for pushing data into QBO, whether you want to sync data in bulk or on an individual record level.
• Article 5: Data sync fields. This lays out the available data fields in EBIS and QBO, and how they relate to each other.

What does the QuickBooks Online integration do?

The EBIS to QuickBooks Online integration allows companies to send financial data from the Work Order, Purchase Order and Over The Counter (OTC) modules within EBIS directly into QuickBooks Online. This eliminates manual data transfer from one system to another, saving time and reducing errors.

When is the right time to turn on the integration?

Before activating the QBO integration, you'll want to make sure a few things are in place:

1. EBIS processes are solid: You'll want to make sure your workflows, city configurations, pricing structure and overall business processes are fairly dialed in within EBIS. This will help with data consistency when pushing into QBO. Most customers activate this roughly 3-6 months after implementation.
2. QBO processes are solid: Ensure you have QBO configured to your business needs and a clear understanding of what income/expense accounts you want data to flow to.
3. Someone owns the QBO transfer process: Make sure at least one person owns the process of transferring data from EBIS to QBO, understands where the data flows, and is responsible for troubleshooting and finding data within QBO.
4. You have mastered the manual transfer process: Before turning on the integration, try transferring the data from EBIS to QBO manually a few times. This gives a better understanding of how the systems will talk to each other, and allows you to spot check data after the integration is activated.

This is not an exhaustive list and is not mandatory, but we've seen these are the key elements of a successful integration for our customers.

Demo Walkthrough: Watch the integration in action.

In this video, we'll demonstrate the process of syncing a Work Order and two Purchase Orders from EBIS into QBO, and what this looks like inside of QBO.

How does the integration actually work?

In this video, we'll cover how the EBIS to QBO integration actually works, detailing the exact integration points, how data is aggregated, and where it lands in QBO.

Next Up: Enabling the EBIS to QBO integration.

In the next article, we'll cover how to authenticate the EBIS to QBO connection.