Overview of TrackTik + QuickBooks Online integration
Connect TrackTik + QuickBooks Online start syncing your daily invoices and payroll data as bills.
- 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.
- 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
Register or sign in to the Amaka dashboard to get started.
Click the New integration button and select TrackTik + QuickBooks Online from the integrations list to commence the setup.
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.
Authenticate your QuickBooks Online account following the guided authentication process, then click Save + Continue.
Click Save + Continue to finish and activate the integration.
At the beginning of your setup wizard, you’ll be able to choose your preferred configuration method from the options listed below.
The integration will automatically apply mapping settings from TrackTik into QuickBooks Online by creating the following default accounts:Default accounts mapping
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|
The advanced setup will allow you to choose your own custom mapping in TrackTik.
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