HaloPSA Accounting Integration - Quickbooks Online

Tutorial: Integrating QuickBooks Online with HaloPSA Accounting System

Step 1: Access Your HaloPSA Training Instance

• Log in to your HaloPSA training instance where you will be implementing the QuickBooks Online integration.

Step 2: Set Up QuickBooks Online

1. Open QuickBooks Online and ensure your free trial is active.
2. Navigate to the "Integrations" section in QuickBooks Online.
3. Locate the "QuickBooks Online" module and ensure it is turned on.
4. Access the module and proceed to create your first company within QuickBooks Online.

Step 3: Connect QuickBooks Online to HaloPSA

1. Save your company details in QuickBooks Online.
2. Click on "Connect" to establish the connection between QuickBooks Online and HaloPSA.
3. Share the necessary data between the two platforms by following the prompts.

Step 4: Configure Tax Rates and Account Codes

1. Import tax rates into QuickBooks Online to ensure accurate calculations.
2. Set up account codes in HaloPSA to map GL codes to specific accounts.
3. Ensure that the account codes module is enabled in QuickBooks Online for seamless integration.

Step 5: Manage Product Groups and Income Accounts

1. Assign items to appropriate product groups in HaloPSA.
2. Set default income accounts for new invoices and products.
3. Map income and expense accounts for different services in QuickBooks Online.

Step 6: Import Suppliers and Clients

1. Populate necessary fields for suppliers and clients in both HaloPSA and QuickBooks Online.
2. Ensure that the data is synchronized between the two platforms for accurate record-keeping.

Step 7: Sync Invoices and Payment Terms

1. Enable bidirectional sync for invoices and payment terms.
2. Verify that invoice numbers are correctly pushed from HaloPSA to QuickBooks Online.
3. Address any validation errors that may occur during the syncing process.

Step 8: Set Invoice Number Sequences

1. Adjust the next system ID in HaloPSA to avoid conflicts with existing invoice numbers in QuickBooks Online.
2. Ensure that the invoice numbers generated in HaloPSA align with the numbering sequence in QuickBooks Online.

Step 9: Monitor Integration and Troubleshoot Errors

1. Keep track of outbound and inbound requests between HaloPSA and QuickBooks Online.
2. Address any errors or validation issues promptly to maintain data integrity.
3. Test the integration by creating and syncing test invoices to verify the accuracy of data transfer.

Step 10: Review and Further Integration

1. Confirm that all clients, suppliers, and invoices are successfully integrated between HaloPSA and QuickBooks Online.
2. Explore additional features such as sales orders and purchase orders for further integration possibilities.
3. Stay informed about any updates or changes in the accounting integration process to ensure smooth operation.

By following these steps, you can seamlessly integrate QuickBooks Online with your HaloPSA system for efficient accounting management.