How to Manage QuickBooks Online Plus - Sync Settings
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 - SYNC SETTINGS
This section will be relevant if you ever have to edit your account settings between Hike and QuickBooks.
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 integration settings.
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:
PRIMARY SETTINGS
Detail each invoice
- Tick this box if you want Hike to issue individual transactional information to QuickBooks
Send a summary by account
- Tick this box if you only want Hike to issue total figures to QuickBooks, not individual transactional information
PRODUCT SETTINGS
-
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
-
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
In the same way, you can map all the other accounts shown on the integration page between Hike and Quickbooks.
ALMOST THERE, ONE-THIRD THROUGH!
- Just a few more sections to go through!
INVENTORY SETTINGS
Select the outlet to sync data to/from Quickbooks. If you have multiple outlets, you can choose which outlets you want to sync inventory with Quickbooks. Alternatively, you can link those outlets to Quickbooks by setting up a connection for each outlet separately.
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!
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
No Sync
- Tick this box if you do not want to sync data between Hike and Quickbooks
PRODUCT SYNC PREFERENCE
Hike uses 'SKU' as a unique identifier for products. This is 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 SKU 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
If you have added additional accounts, such as payment types to Hike, you may be prompted to complete the first-time sync. Only if this occurred you will get the following screen appearing. Afterward, the data will just save, but for now, there is one final step.
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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