How to Integrate QuickBooks Online Plus - first time setup, Sync Settings

How to Integrate QuickBooks Online Plus - first time setup, Sync Settings

If you want to know how to connect QuickBooks Online Plus to Hike, you’re in the right place.

Hike enables you to integrate with QuickBooks Online Plus* to manage inventory, customers, suppliers and purchase orders.

*Note: Intuit QuickBooks offers a range of online services, but only QuickBooks Online Plus allows integration with Hike. When Hike mentions QuickBooks or QuickBooks Online, we are always referring to QuickBooks Online Plus.

INTEGRATIONS

Having already activated your QuickBooks Online Plus account, you will find the MANAGE button to the right.

Click on the MANAGE button to reveal the drop down list. Choose Sync settings from the list to proceed.

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SYNC SETTINGS

This section exists to match all the settings in Hike to all the settings in QuickBooks. If this is not done correctly, your activity may not properly be recorded when synced between Hike or QuickBooks.

Let's go through the sections, explaining the relevant fields, starting at the top of the page:

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QuickBooks SETTINGS

  • Hike outlet for inventory sync

    Hike syncs all sales from one outlet only to QuickBooks; choose your outlet to sync
  • Select Hike register for payment tick box

    If you make a sale in QuickBooks, and wish to sync the sales data (not just the inventory data), ticking this box will display the sale in Hike, and show on your shift report
    • Hike register for payment

      If the box is ticked to reflect sales made in QuickBooks, you will have a drop down list of all registers in your chosen outlet. By choosing a register, will show all sales in QuickBooks on that register, reflected in the daily shift report for that register.

INVENTORY PRODUCT

  • Purchase account code for inventory product

    Choose the corresponding QuickBooks account from the drop down list
  • Sales account code for inventory product

    Choose the corresponding QuickBooks account from the drop down list
  • Inventory asset account

    Choose the corresponding QuickBooks account from the drop down list

NON INVENTORY PRODUCT

  • Purchase account code for non-inventory product

    Choose the corresponding QuickBooks account from the drop down list
  • Sales account code for non-inventory product

    Choose the corresponding QuickBooks account from the drop down list

INVOICE SETTINGS

Please select how you'd like to sync your sale transactions. There are two ways you can send sales transactions from Hike to your accounting software:

  1. Send individual transactions as invoices with all line items
    • Tick the Detail each invoice button
  2. Send receipt totals only when you close your register. The second option is not suggested if you are tracking inventory movement for your products
    • Tick the Send a summary by account button

ALMOST THERE, ONE-THIRD THROUGH!

  • Just a few more sections to go through!

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OTHER SETTINGS

  • QuickBooks discount accounts

    Choose the corresponding QuickBooks account from the drop down list

TAX MAPPING

  • Hike tax

    Lists the taxes you have created in Hike
  • QuickBooks sales tax

    Choose the corresponding QuickBooks account from the drop down list
  • Purchase tax mapping

    Choose the corresponding QuickBooks account from the drop down list

PAYMENT MAPPING

  • Hike payment option

    Lists the Payment names you have in Payment > Payment Types section, used to complete transactions
  • QuickBooks payment option

    Choose the corresponding QuickBooks account from the drop down list

ALMOST THERE, TWO-THIRDS THROUGH!

  • you're nearly at the end!

QBO-Sync-Manage-menu-SyncSettings3-750.png

SYNC SETTINGS

Use this table to control how your data is sent to and from Hike

  • Sync type

    The type of data being synced
  • 2-way

    Tick this box if you want data sent to and from Hike and QuickBooks
  • Hike - QuickBooks

    Tick this box if you want data only sent from Hike to QuickBooks
  • QuickBooks - Hike

    Tick this box if you want data only sent from QuickBooks to Hike

PRODUCT SYNC PREFERENCE

Hike uses 'SKU' as a unique identifier for products. This is a standard practice for most of our accounting and eCommerce partners. However, if the application you are trying to sync does not require the SKU numbers, you might have some products without SKUs.

In that case, to sync/import your non-SKU products, Hike can auto-create create SKUs numbers. Please select the best suitable option:

  • Auto-create SKU numbers to sync those products and variants

    Tick this box to automatically add SKUs to products being added that do not have an SKU
  • Do not sync non-SKU products and related orders now, I'll first manually create SKUs for those

    Tick this box to not add products that do not have an SKU

SAVE

If the SAVE button is lightly grayed out, it means there is a section you have not completed.

Otherwise, click the SAVE button to finish.

FIRST TIME SYNC

The first time that you click the SAVE button to finish, you will get the following screen appearing. Afterward, the data will just save, but for now, there is one final step.

QBO-Sync-Manage-menu-SyncSettings4-750.png

If you chose two-way sync, you will need to confirm what will happen the first time you sync. If the same data is in Hike and QuickBooks, you need to advise which is the primary data to overwrite the other.

Use this table to control how your data is sent to and from Hike

  • Sync type

    The type of data being synced
  • Hike - QuickBooks

    Tick this box if you want data only sent from Hike to QuickBooks
  • QuickBooks - Hike

    Tick this box if you want data only sent from QuickBooks to Hike

SAVE

Once you have made your choice for the first time sync, click the SAVE button to finalize. Hike will immediately start syncing with QuickBooks.

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