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.
	The note added to the PO in Hike will sync to QuickBooks Online under Bill in Memo section. Go to QuickBooks Online > Expenses > Bill. This PO note will sync one way i.e. from Hike to QuickBooks Online.

 

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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