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TrackTik + QuickBooks Online setup guide

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Overview of TrackTik + QuickBooks Online integration

Connect TrackTik + QuickBooks Online start syncing your daily invoices and payroll data as bills.

  • Billing
    • The integration will fetch all the approved invoices at the end of each trading day from TrackTik, and generate a copy for each one of them in QuickBooks Online.
    • The bill items from TrackTik can be individually mapped to different products and services/accounts during the integration setup.
  • Wage expense
    • The integration will fetch all the approved and locked pay runs at the end of each trading day, and generate a bill for each pay run in QuickBooks Online.
    • The bill line items categorisation format can be customised by adjusting the integration setup options as needed.

How to set up TrackTik + QBO integration

  1. Register or sign in to the Amaka dashboard to get started.

  2. Click the New integration button and select TrackTik + QuickBooks Online from the integrations list to commence the setup.

  3. Sign in to your TrackTik account by clicking the Connect new account button underneath TrackTik logo. Follow the guided authentication process to grant all relevant permissions.

  4. Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.

  5. Follow the wizard to choose your preferred configuration method, mapping and scheduler options to complete the setup of the integration.

  6. Click Save + Continue to finish and activate the integration.

If you have selected today’s date as your scheduled sync start date, your transactions will not appear in QuickBooks Online until tomorrow.

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

The integration will automatically apply mapping settings from TrackTik into QuickBooks Online by creating the following default accounts:

Wage expense sync account mapping
Wage Expense Transactions QuickBooks Account Name QuickBooks Account Type QuickBooks Account Detail Type Account Number
Wages TrackTik Direct Wages Expense Payroll Wage Expenses TT-3000
Wages Liability TrackTik Direct Wages Liability Credit Card Credit Card TT-9000
Billing Sync Account Mapping
Transaction Type QuickBooks Account / Product and Service Name QuickBooks Account Type QuickBooks Account Detail Type QuickBooks Accounts Products and Services Type Account Number/SKU
Service Income TrackTik Service Income Income Service/Fee Income Non-inventory TT-2000
Tax Class Mapping
Tax Class QuickBooks Account / Product and Service Name QuickBooks Account Type QuickBooks Account Detail Type QuickBooks Accounts Products and ServicesType Account Number/SKU
(Users’ Tax Class Names) TrackTik (Users ’ Tax Class Names) Other Current Liability Other Current Liability Non-inventory TT-81__
Automated Calculated Tax TrackTik Automated Calculated Tax Other Current Liability Other Current Liability Non-inventory TT-8000
Advanced configuration

The advanced setup will allow you to choose your own custom mapping in TrackTik.

Recommended for professional bookkeepers and accountants.
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

What’s next?

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