TrackTik + QuickBooks Online setup guide

Pamela Calilung
Customer success manager Request support
This integration is available for TrackTik customers globally.

Overview

Connect TrackTik and QuickBooks Online to 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.
  • Payroll
    • 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. .

Before you start

How to setup the integration

  1. Browse the integration setup page to get started.
  2. Sign in to your TrackTik account and click allow to grant all relevant permissions.
  3. Authenticate your QuickBooks Online account by clicking the Connect new account button.
  4. Choose the QuickBooks Online file you want to connect, then click Allow access.
  5. Follow the wizard to choose your preferred configuration options, mapping and scheduler options to complete the setup of the integration.
  6. Click Save + Continue to finish and activate the integration.
After completing the setup, the new integration will be listed on the app dashboard where you can edit it or start a new one.
Express setup

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

Payroll sync account mapping
Payroll 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 setup
The advanced setup will allow you to choose your own custom mapping and browse advanced settings.
Recommended for professional bookkeepers and accountants.
Guided setup
Schedule a call with one of our integration experts that will guide you through the setup. Schedule a call now