Stax Bill offers a robust one-way integration with QuickBooks Online to help make your accounting tasks easier, faster, and less prone to error. It synchronizes:
- Customers
- Invoices
- Payments
- Refunds
- Credits
- Charge Reversals
- Write-Offs
The Stax Bill QuickBooks integration allows you to map products, ledgers, items, and taxes in Stax Bill to QuickBooks Online.
Synchronization occurs approximately every hour.
If issues do arise, you can use the Overview page in the QuickBooks Settings within Stax Bill to review issues and attempt to resynchronize with QuickBooks. See Troubleshooting Quickbooks.
Note: The QuickBooks Online integration is an add-on feature that must be enabled by Stax Bill Staff. Please click here to make a request.
Some notes about the integration:
- You can map products and other items to entities in QuickBooks Online. See QuickBooks Product Entity Mappings for additional details.
- Refunds are synched to QuickBooks Online by updating the original payment.
- During configuration, you can choose each ledger with which Stax Bill will synchronize its entities. You can use these ledgers in QuickBooks to easily find and manage Stax Bill entities and combine them with other items you may already have in QuickBooks. See Configuring the QuickBooks Online Integration
- Stax Bill does not automatically manage earned revenue in QuickBooks Online. When an invoice is synchronized, its entire value (net of taxes) is placed in your chosen Deferred Revenue ledger. You can use Stax Bill's reports to retrieve a total earned revenue at the end of each month, which you can then enter manually as a journal entry in QuickBooks.
- If you connect and then fully disconnect a QuickBooks account with Stax Bill, all of Stax Bill's links to entities in the QuickBooks instance will be removed. If you reconnect the account, these entities may be resynchronized (depending on your options) back to QuickBooks, thus possibly creating duplicates. Therefore, the connect/disconnect workflow should be used with extreme caution and should only typically be used if you wish to disable the Stax Bill integration from QuickBooks Online completely.
- Stax Bill cannot write to Closed periods.
- To get the most information, if an invoice fails to be sent, the retry attempt will skip the invoice number, as the most common invoice sync failure is a duplicate document number.
For more information about configuring your QuickBooks Online integration, click here.