Quickbooks Set Up

Quickbooks Set Up

QuickBooks Online is integrated with Aaniie in a way that allows for you to send data over from Aaniie to QuickBooks once you have gone through the invoicing process.
After completing these steps, you will be able to send invoices over from Aaniie and use them in your QuickBooks account.
  1. Enable QuickBooks in Aaniie
  2. Map items/customers
  3. Export invoices to QuickBooks Online
**You will need to have a QuickBooks Online account prior to this process. Aaniie does NOT integrate with QuickBooks' desktop version**

Enabling QuickBooks in Aaniie

**A Aaniie representative will need to enable this for you. Please reach out to Support for activation**

Go to the Site Settings (Menu>Settings>Site Settings)

In the Site Settings, scroll down to the Accounting section, and check the box for "Enable QuickBooks Online".



Select "Save" on the bottom-right of the section when you are finished.















This will enable QuickBooks integration on your site.

Mapping Items and Customers

After you have enabled QuickBooks, the next step will be to map out items and customers.
You will need to have created 'Customers' and 'Products/Services' in QuickBooks PRIOR to mapping.
Clients in SC will map to Customers in QB, Fees and charges in SC will map to Products/Services in QBs.

Go to Quickbooks Online Maps (Menu>Accounting>QuickBooks Online Maps)



Here you will see a drop down menu for the mapping. Select items, active customers, or inactive customers to start mapping. 


If you have not signed into QuickBooks in this section recently, it will ask you to sign in via a pop-up browser.



























Mapping Items

Items are charges or functions within Aaniie that can be translated over to QuickBooks when set up correctly (aka 'Mapped').
**If these are not mapped, they will not be sent over when uploaded. That is why it is very important that any fees or items you charge in Aaniie are mapped in this section**


Match the items with their equivalent by using the drop down menus under each item.



These will automatically save when changed.

Mapping Active/Inactive Clients

Clients map in the same way that items do, and will need to be associated with their QuickBooks equivalent by using the drop down menus.

**The relationships between clients and invoicees/representatives will need to be created and setup in both Aaniie and QuickBooks PRIOR to mapping**

Active Clients

Select the 'Map Active Customers'

 

The Active Clients section includes clients, client representatives, and Invoicees.
**Client Representatives and Invoicees will appear as you create them in Aaniie and can be mapped to the parent customer in Quickbooks**

Map these using the drop down menus and matching them with their equivalent in QuickBooks.


Inactive Clients

Inactive clients in Aaniie can be mapped to Quickbooks just like active clients in the 'Map Inactive Customers' section. 
Use the drop down menus to associate the Inactive Clients in Aaniie with the equivalent in QuickBooks.



Exporting Invoices to QuickBooks

Once you have mapped clients and items, you are ready to export your invoices to QuickBooks.

**You will need to have generated invoices before uploading them to QuickBooks**

Go to Payer Invoicing (Menu>Accounting>Payer Invoicing)



In Payer Invoicing, hover over the 'Actions' menu on the right-hand side of the invoice to show more actions. Select 'Export to QuickBooks'.



It will ask you to confirm the export. Select 'Export'.



The invoice has now been exported to QuickBooks, and the 'Export to QuickBooks' icon will turn green as a result.



Here is an example of what an invoice looks like in Aaniie and its counterpart that has been exported to QuickBooks.




Congratulations! You have successfully set up your site for exporting to QuickBooks and have uploaded an invoice!
This will need to be updated along with any new changes to items or clients. Follow these same steps when doing so to ensure proper exporting.

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