# Quickbooks Online

*Fast-Weigh integrates directly with QuickBooks Online (QBO). This allows users to import Terms, Tax Codes, Customers and Products. Invoices can then be sent directly from the Fast-Weigh Web Portal to QuickBooks Online. If your Fast-Weigh Subscription includes the A/R Module you can manually export payment data via CSV.*

## First Time Setup

{% hint style="info" %}
To add the Quickbooks Online Integration to your Fast-Weigh subscription, contact us at 865-219-2980 or <support@tacinsight.com>
{% endhint %}

Once the integration is enabled, it needs to be connected to a Quickbooks Online account. This is done by clicking the "Billing" tab in the Web Portal and logging into QBO with **Admin Credentials.**

<figure><img src="/files/CBOKkA2b42OjPyPUqwYm" alt=""><figcaption><p>Log into QBO with Admin Credentials</p></figcaption></figure>

Now that the first-time connection is complete, it is time to begin importing resources from QuickBooks Online.

## Importing Resources from Quickbooks Online

### Importing Terms

* **Navigate** to Resources > Billing > Pay Terms

<figure><img src="/files/G0usgzk759Clr9zwq5ih" alt=""><figcaption><p>Navigate to Resources > Billing > Pay Terms</p></figcaption></figure>

* **Click** \[+ Quickbook Terms]
* A **Table** with Terms that have been set up in QBO will appear

<figure><img src="/files/iiAN3uzb7SBSvcHuYrBg" alt=""><figcaption><p>Terms Table</p></figcaption></figure>

* Use the **Check Boxes** to choose terms you wish to bring to Fast-Weigh&#x20;
  * Enter a unique 1 character **Code** for the Terms&#x20;
  * Enter the number of **Days**&#x20;

<figure><img src="/files/MdmUgtqwtR5mCFBnM3fn" alt=""><figcaption></figcaption></figure>

* **Save** the Terms

### Importing Tax Codes

{% hint style="info" %}
Tax Codes in QuickBooks Online must be no more than 10 Characters Long to import correctly into Fast-Weigh
{% endhint %}

* **Navigate** to Resources > Billing > Tax Codes

<figure><img src="/files/NC4aPbwPEGKUkykHA91p" alt=""><figcaption><p>Navigate to Resources > Billing > Tax Codes</p></figcaption></figure>

* **Click** \[+ Quickbooks Tax Codes]
* A **Table** with Tax Codes that have been set up in QBO will appear

<figure><img src="/files/WySPaudhchKBiUHKRUmj" alt=""><figcaption><p>QBO Tax Codes</p></figcaption></figure>

* Use the **Check Boxes** to choose the tax codes you wish to bring into Fast-Weigh

<figure><img src="/files/KiAfasJUVyT2Xd3DnrcH" alt=""><figcaption></figcaption></figure>

* **Save** the Tax Codes

### Importing Customers

* **Navigate** to Resources > Customers

<figure><img src="/files/FKLPy8usnXmt6wt2kzXK" alt=""><figcaption><p>Navigate to Resources > Customers</p></figcaption></figure>

* **Click** \[+ Quickbooks Customers]

* A **Table** with Customers that have been set up in QBO will appear

* Use the **Check Boxes** to choose the customers you wish to bring into Fast-Weigh
  * Fill in the **required defaults** underneath the table
    * Credit Status
    * Billing Mode
    * Terms
    * Pricing Template
    * Tax Code
    * Regions

* **Save** the Customers

### Importing Products

{% hint style="info" %}
Products in QuickBooks Online must have **SKUs** assigned to them in QBO before they can be imported into Fast-Weigh
{% endhint %}

* Navigate to Resources > Products > Products and Pricing
* Switch to the Product Setup Tab

<figure><img src="/files/bzeV8PImVL4cOD8n6x3l" alt=""><figcaption><p>Navigate to Resources > Products > Products and Pricing >> Product Setup</p></figcaption></figure>

* Click \[+ Quickbooks Products]
* A **Table** with Products that have been set up in QBO will appear

<figure><img src="/files/7CFI9Lcia3WfWU7XURiI" alt=""><figcaption></figcaption></figure>

* Use the **Check Boxes** to choose the products you wish to bring into Fast-Weigh
  * **Choose the Unit of Measure** (you will need to save multiple times if you have different units of measure)
  * *Optionally: Assign the products to a Category*

<figure><img src="/files/bCb9v6hZBmLw8SCc0UOW" alt=""><figcaption></figcaption></figure>

* Save the Products

## Exporting Billing Data with Quickbooks Online

### Exporting Invoices&#x20;

### Exporting Payments

Quickbooks Online does not support direct payment export integration. However, Transaction Pro Online Importer is a 3rd party tool for importing flat file (csv/excel) data into QuickBooks online.&#x20;

Transaction Pro for Quickbooks online:

<https://www.rightworks.com/products/productivity-software/rightworks-transaction-pro/quickbooks-online/>


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