Overview of Dash + QuickBooks Online integration
Connect Dash and QuickBooks Online to capture all daily transactions from Dash and sync all data in a summarized invoice in QuickBooks Online. Map sales, payments and taxes. Track by products, by location and by categories.
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Sales sync
- On a daily basis, the integration will sync a summary of your previous day’s sales data from Dash into QuickBooks Online generating an invoice.
- You can customise your preferred sales summary view choosing from a wide array of formats.
- Capture all payment transactions including gift cards, liabilities, tax and fees.
- Easily reconcile Dash sales and payments in QuickBooks Online.
How to set up Dash + QBO integration
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Register or sign in to the Amaka dashboard to get started.
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Click the New integration button and select Dash + QuickBooks Online from the integrations list to commence the setup.
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Sign in to your Dash account by clicking the Connect new account button underneath Dash logo. Follow the guided authentication process to grant all relevant permissions.
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Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.
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Follow the wizard to choose your preferred configuration method, invoice breakdown, invoice format, mapping and scheduler options to complete the setup of the integration.
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Click Save + Continue to finish and activate the integration.
Configuration methods
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
Express configuration
Every day, an invoice with your daily sales summary will be created in QuickBooks Online.
The integration will automatically map sales and payments from Dash into QuickBooks Online by creating the following default accounts:
Default accounts mappingAccount and code mapping
| DASH ACCOUNT | ACCOUNT NAME | ACCT. TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Sales | Dash Sales | Income | Non-Inventory | PT-2000 |
| Discounts | Dash Discounts | Income | Non-inventory | PT-2001 |
| Tips | Dash Tips | Income | Non-inventory | PT-2002 |
| Gift Cards | Dash Gift Cards | Other Current Liabilities | Non-inventory | PT-8001 |
| Adjustments | Dash Sales | Income | Non-Inventory | PT-2000 |
Dash Payment types Mapping
Scroll horizontally.
| DASH ACCOUNT | ACCOUNT NAME | ACCOUNT TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Cash | Dash Cash Clearing | Other Current Asset | non-inventory | PT-6000 |
| Gift Card | Dash Gift Card | Other Current Asset | non-inventory | PT-8000 |
| Credit Card | Dash Credit Card Clearing | Other Current Asset | non-inventory | PT-6001 |
| Debit Card | Dash Debit Card Clearing | Other Current Asset | non-inventory | PT-6002 |
| Check | Dash Check Clearing | Other Current Asset | non-inventory | PT-6003 |
| All other payment types | Dash Other Payments Clearing | Other Current Asset | non-inventory | PT-6004 |
Dash Tax Mapping
Scroll horizontally.
| TAX CATEGORIES / TAX NAME | QBO ACCOUNT / PRODUCT and SERVICE NAME | ACCOUNT TYPE | ACCT. PRODUCT AND SERVICE TYPE | ACCT. NUMBER/SKU |
|---|---|---|---|---|
| Any Tax Name Label format “{{Taxes Name}} – ({{Taxes Rate}}%)” Property format of “Tax{TaxRateID}” |
Dash Taxes format of “Dash {{Tax Name}}” |
Other Current Liabilities | non-inventory | PT-1___ |
Advanced configuration
The advanced setup will allow you to choose your own custom mapping in relation to sales and payments in Dash.
Guided setup
Schedule a call with one of our Integration Specialists that will help you decide on the best configuration method for you and guide you through the setup.
Schedule a call now