Quickbooks Online Integration
Discovery natively supports QuickBooks Online integration. To create a link between your QuickBooks Online Company and your Discovery Tenant, please follow these steps:
- 1
- Go to your Accounting Integrations screen. If this link does not work, you may need to contact your Tenant's Administrator.
- 2
- Select QuickBooks Online as your Accounting System. You will be prompted to authenticate with QuickBooks (via token) and authorize Discovery as an "App" within your Quickbooks account. To do so, click on the green Connect to QuickBooks button. A new window will open to allow you to log into QuickBooks Online to complete this step. This page will remain open to continue to the next step.
- 3
-
On the GL Accounts tab, click the
Refresh Accounts button to have Discovery scan your available General Ledger Accounts from QuickBooks.
Likewise, on the Vendors tab, click the
Refresh Vendors button to have Discovery scan QuickBooks Online account for available Vendors.
- 4
-
After refreshing your accounts list, you should set a default
Accounts Payable and
Accounts Receivable GL codes in the drop down selectors provided.
Important: DO NOT use the default accounts receivable GL account from QuickBooks Online. We recommend creating a GL account of the "other current assets" type in QuickBooks Online for integration with Discovery.
Your QuickBooks authentication will automatically stay up to date using the OAuth2 token handling process. If, however, you do encounter an authentication error, it is possible the token refresh failed. To request a new token, click the Refresh Token button to re-authenticate Discovery with QuickBooks. - 5
- With your chart of accounts now complete, go to the Line Item Categories Accounting page and assign the proper GL accounts to each category.
- 6
- Additionally, if you have any Receipt Locations or Sales Taxes already set up, you'll need to go to those screens and assign GL accounts to each one.
- 7
- Finally, for each vendor in Discovery that you plan to export invoices for, you must associate the Vendor in Discovery with the Vendor in QuickBooks Online. This is accomplished by editing the Discovery Vendor and selecting the QuickBooks Vendor name from the list in the External Accounting ID drop-down field. This list is populated in step 4 above. If you do not see your QuickBooks Online Vendor name in the list, try going back and clicking on the Refresh Vendors button again to get the latest Vendor list from QuickBooks Online. Be sure to click the Save Changes button on the Vendor edit page to record this change.
Likewise, on the Vendors tab, click the
Refresh Vendors button to have Discovery scan QuickBooks Online account for available Vendors.
Your QuickBooks authentication will automatically stay up to date using the OAuth2 token handling process. If, however, you do encounter an authentication error, it is possible the token refresh failed. To request a new token, click the Refresh Token button to re-authenticate Discovery with QuickBooks.How to Post Journal Entries
Discovery uses journal entries to export fiscal data from client invoices and payments.
- Go to the QuickBooks Online > Journal Entries tab screen.
- Click the Send Unposted Entries to Accounting System button.
If you have additional questions or need more in depth information, please feel free to send us a message using the help beacon in the lower right-hand corner.