With HDPhotoHub, we offer many integrations to help support your business needs. One of those integrations is QuickBooks. If your business relies on running detailed reports in QuickBooks, the line item detail created through this integration can be especially helpful. Continue reading below for more information about our QuickBooks integration.
General Information
The QuickBooks integration is a one-way sync. This means that if a change is made manually in QuickBooks, it will not be reflected back in HDPhotoHub.
If you primarily use QuickBooks for a profit and loss report, you can choose to have QuickBooks recognize your Stripe deposits for high-level accounting only.
The QuickBooks Online integration is not automatic. You will need to go to Business > App Integration and click "Update" under the QuickBooks integration to run the sync.
What We Sync
Clients: These are "Customers" in QuickBooks
Orders: These are "Invoices" in QuickBooks
Payments: These are "Payments" in QuickBooks
Manual Transactions: created on the Client Ledger
Refunds / Cancellations: These are "Credit Memos" in QuickBooks
Shopping Cart Products: These are "Items" in QuickBooks
Team Member Payroll: Team Members are "Vendors," and paying them is called a "Vendor Payment"
Explaining the Integration Settings
Income Account: When reporting in QuickBooks, this is the account where invoice revenue will be reflected
Deposit Account: When reporting in QuickBooks, this is the account where payments will be reflected
Payment Method: The Payment Method will be associated with the payment processor charge from our system
Generic Income Item: This is the QuickBooks item that will be used on invoices containing an arbitrary balance or a custom "one-off" product (created while placing an order)
COGS Expense Account: When reporting in QuickBooks, this is the account where vendor payments will be reflected
Sales Tax Category: If you have multiple sales tax rates in your QuickBooks account, you will choose the rate that will be associated with all invoices created by HDPhotoHub. Note: multiple tax rates are not currently supported
Create Vendor Bills: After payroll is run in HDPhotoHub, this setting determines whether vendor records are also created in QuickBooks. Note: if you do not have the "Essentials" QuickBooks subscription level or do not use QuickBooks for payroll, you may want to set this to "No"
Tools Included with the Integration
- Update Now
- Fix Lists
- Match Customers
For any additional questions, our Support team is ready to help you!
Call: (509) 515-3338
Email: Support@HDPhotoHub.com
Or use the chat button in your account for live assistance.