QuickBooks Online Integration Frequently Asked Questions

The QuickBooks Online and QuickBooks Desktop integrations utilize QuickBooks functionality to create invoices, credit memos, and payments. With each sync, all financial information for a selected date range is provided to QuickBooks: Service Sales & Refunds, Product Sales & Refunds, Liabilities, Account Charges (Accounts Receivable), Cost of Goods Sold, and miscellaneous income (such as pay-in, drawer overages, and tips collected).

Important: Class Tracking is supported with QuickBooks Desktop only and is not available with QuickBooks Online.

These integrations are available in the MeevoXchange under Integrations.

Some additional details regarding the data that syncs to QuickBooks:

During the setup process, Meevo automatically generates accounts for products and services, along with sub-accounts for each income account based on the predefined categories in Meevo (such as Product Categories, Service Categories, etc.).
Invoices & credit memos will have line items which route income and track refunds to the proper accounts.
Payments are created based on the day and total for the Payment Type across all drawers, and put against invoices to attempt to close them out.
Synced invoices provide totals per day, not per transaction.
The integration keeps track of Liability Usage for accounting accuracy.

Important: This integration is designed for use with Accrual-Based Accounting only. Cash-Based Accounting is not supported due to the way Meevo handles unredeemed liabilities. In Meevo, unredeemed liabilities aren't recognized until they are redeemed, so Accrual-Based Accounting is necessary for the system to know where to allocate funds.

How does the QuickBooks Online integration work with Central Office and multiple locations?

In a multi-location business model, only locations can set up and use this integration. There are no features or functions related to Central Office.

Note: The QuickBooks Online integration supports one location per QuickBooks account. Only the QuickBooks Desktop integration supports connecting multiple locations to a single QuickBooks account.

Are there prerequisites and best practices for using this integration?

Yes! See Best Practices for the QuickBooks Online Integration for details.

Which options in Meevo impact QuickBooks Online?

Transaction Editor Settings in a Security Role definition determine how far in the past a transaction can be edited. This duration should be considered when syncing to QuickBooks Online, as you never want to sync data that has the potential to be changed in Meevo. This is explained further in Syncing to QuickBooks Online.
In the Alerts Manager, you can configure an alert for when the QuickBooks integration has not been synced for a specified amount of time.

How does editing past transactions impact my synced QuickBooks data?

Transaction data that is changed in Meevo after a sync is not retroactively pushed to QuickBooks. See Best Practices for the QuickBooks Integration for details on how changing a past transaction can impact your synced QuickBooks data and the steps to take to resolve any discrepancies.

What if I have multiple tax rates in Meevo?