QuickBooks Online - 1. Enable Integration

Part 1 of 4: Instructions for enabling the integration between EBIS 5 and QBO.

This article shows users how to enable and authorize the EBIS to QuickBooks Online Integration. It includes documentation and a step-by-step video walkthrough to authorize the connection.

Step-by-step video walkthrough to connect EBIS to QuickBooks.

This video will walk you through the process of:

1. Requesting access to the QBO integration feature.
2. Setting User Permissions to access the QBO integration.
3. Authorizing the connection between EBIS and QBO.
4. Setting high-level config options to send data from EBIS to QBO.

Authorizing the EBIS to QBO Integration.

The instructions below will guide you through the process of contacting support, enabling the user permissions for the integration, and authorizing the connection between EBIS and QBO.

Step 1: Contact EBIS Support to request QBO integration activation

First, submit a support ticket or contact support@datcomedia.com to request the QBO integration be activated in your EBIS 5 instance. Once activated, move on to Step 2.

Step 2: Enable Admin QuickBooks Setting in EBIS Config Settings

Next, you'll need to give specific User Profiles the permission to authenticate and sync QuickBooks records. To do this:

1. Go to Config > Admin > User Profiles.
2. Click into an Administrator-level account with an Advanced Access Profile Type.
3. Under the Access Levels tab, type "quickbooks" into the Search Bar. This will narrow down the permission settings displayed.
4. Toggle on the Admin QuickBooks setting and hit Save.

This will allow any user account assigned to the Administrator User Profile to authenticate and sync QuickBooks records.

Step 3: Authorize the QBO/EBIS 5 Integration

1. Go to Config > QuickBooks Config > General tab.
2. Within the Integration section, click the QuickBooks Product dropdown and select Online and hit Save. Now the yellow Authorize button will appear.
3. Click Authorize. This will open a new tab and require a login to QBO with an admin-level profile to link. 

Once the accounts have been successfully linked, the Authorization Expires date will display, as well as the option to Reauthorize and Revoke Authorization, as shown at the end of the video sample above.

Step 4: Enable the QBO Integration within EBIS

The previous step allows the two systems to connect. This step determines if data is pushed from EBIS into QBO.

1. Go to Config > QuickBooks Config > General tab.
2. Within the Integration section, toggle on the Integration Enabled setting and hit Save.

With the Integration Enabled setting turned on, users are now able to push data into QuickBooks.

To prevent data from pushing to QuickBooks (without revoking the integration authorization), toggle the Integration Enabled setting off and hit Save.

Step 5 (Recommended): Select a Date when EBIS records start pushing to QBO.

If you have been using EBIS for an extended period of time, but do not want all historical Work Orders, Purchase Orders, etc. to sync to QuickBooks, entering a Start Date for the integration is recommended.

1. Go to Config > QuickBooks Config > General tab.
2. Within the Integration section, enter in a Start Date and hit Save. Records edited prior to this date will not be brought over to QBO from EBIS, unless another record is dependent on it.

Step 6 (Optional): Enable QuickBooks Categories

If you are using the Categories functionality within QBO and would like EBIS to send data in accordance with that hierarchy:

1. Go to Config > QuickBooks Config > General tab.
2. Within the Integration section, toggle on the QuickBooks Categories Are Enabled setting and hit Save.

Next Up: General QBO Configuration Options within EBIS

In Part 2, we'll walk you through determining which data sets to push from EBIS to QBO (i.e. send WO info but not Time Clock, etc.)