QuickBooks Online Plus Integration - Settings Explained

QuickBooks Online Plus Integration - Settings Explained

For a breakdown of what happens when you connect, read on, you’re in the right place.

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

The below table helps explain what happens between QuickBooks Online Plus (QuickBooks) and Hike when they talk to each other, what data gets shared, and under which circumstances it happens.

QuickBooks Online Plus Plan (QuickBooks):

Integration Frequency At end of transaction
Customer Hike requires a first name, recommend an email address
QuickBooks has either require customer name or a company name,
ensure these details are in QuickBooks, otherwise, will not sync any customer details from QuickBooks to Hike
Item (Product/Inventory) Product details, including image, are updated when synced
Inventory levels are updated when synced
*Description of Product is capped at 4,000 characters, including spaces. Any longer than this and the Product will not sync from QuickBooks to Hike.
Invoice (Sales)

Full sales sync as at time of transaction, for each transaction

Partial sales sync as at time of transaction, for each transaction, but 

  • all future payments of same sale will be dated as of first entry, and will not report in present day sales
  • Total amount will not be changed until “Mark as complete” in Hike

Account sales sync as at time of transaction, for each transaction. If

  • If invoice is on Account then Hike will report each individual as a separate invoice in QuickBooks.
  • Customer has to be same in both Hike and QuickBooks otherwise will not report.
  • Account Sales will be listed on Hike’s Register Closure Summary for New Sales, but the amount received will not be added to Payments total.

Void Sale does not sync.

  • If you void a sale in Hike, will show negative total in QuickBooks.
  • Need to manually go into QuickBooks and change the report for any past sales.
Supplier

Hike requires company name and first name, recommend an email address.

QuickBooks requires display name. Ensure these details are in QuickBooks, otherwise, will not sync all Supplier details from QuickBooks to Hike

Purchase (Purchase Order) Syncs at time of completion
General rule to delete item Delete from Hike, then delete from QuickBooks

 

A user must set all fields to correctly activate the account, including Payment Method and Tax Code – we strongly recommend verifying your settings with your accountant.

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