# 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2Fsd7C0kBLIwrOsaM8gD9J%2FScreenshot%202023-09-07%20091824.png?alt=media&#x26;token=51da6265-e070-42f8-a36b-305fb5071d80" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FMGqgjpyzCrEYoDHtLOyd%2FQBO%20Terms.png?alt=media&#x26;token=e7744ad3-98ca-45ca-bfd9-24876dad27cb" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2Fcud9SL2Jz1z8byC1yLg1%2FTerms%20Table.png?alt=media&#x26;token=a5de49c5-f835-4c25-8838-3a2a6181ea80" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2Fk6Lucd2bViFobHIaJFQ7%2FTerms%20Table%20Filled.png?alt=media&#x26;token=170b1c63-c880-42bf-97c2-29a7c392731c" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FodYuLQyyVdmM9b0GUXlH%2FQBO%20Tax%20Codes.png?alt=media&#x26;token=ba40776f-b221-4cfe-85f6-a88939d4d0d6" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2F9Wjw0yP6eW5pP80jPIQH%2FTax%20Code%20Table.png?alt=media&#x26;token=ef2b1a07-f9ce-4bf9-92d4-b858be3ec021" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FZROD4lgCI3Sa6GPyg6w1%2FTax%20Code%20Table%20Filled%20.png?alt=media&#x26;token=266fc69b-df62-44b3-96a5-fb63dc51248e" alt=""><figcaption></figcaption></figure>

* **Save** the Tax Codes

### Importing Customers

* **Navigate** to Resources > Customers



<figure><img src="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FFnz817E361JS3xpgkFtx%2FQBO%20Customers.png?alt=media&#x26;token=d9caa79e-ecc4-4e09-b936-6f1dd722b1c6" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2FjSVVaQ3v5AsEh4dlk83y%2FQBO%20Products.png?alt=media&#x26;token=bb77e61f-cba1-4570-8202-57333ad463e8" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2Fta7RY3h22o03uP3VmQzV%2FProduct%20Table.png?alt=media&#x26;token=cdfbacac-6695-48af-888f-39ef1298eb7f" 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="https://490131596-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2F0LJDMCSYOqplCEgCo73X%2Fuploads%2F3OsEWuO7zUKdaAXB4bzU%2FProduct%20Table%20Filled.png?alt=media&#x26;token=f9c34b34-0b42-4447-832e-cf8f3a4d6d98" 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/](https://www.rightworks.com/products/productivity-software/rightworks-transaction-pro/quickbooks-online/)
