How to Manage QuickBooks Online Plus - Sync Settings

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

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
  • 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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