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Yoco + QuickBooks setup guide

Overview of Yoco + QuickBooks Online integration

Connect Yoco and QuickBooks Online to start syncing your sales transactions and posting them to your accounting system.

  • Sales sync
    • On a daily basis, the integration will sync a summary of your previous day’s sales data from Yoco into QuickBooks Online, generating a summarised invoice. Or, opt to sync each Yoco order into an individual QuickBooks invoice.
    • Map transactions to your preferred accounts from the chart of accounts.
    • Capture all payment transactions including gift cards, tips, tax and Yoco fees.
    • Easily reconcile Yoco sales and payments in QuickBooks Online.

How to set up Yoco + QuickBooks Online integration

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

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

  3. Sign in to your Yoco account by clicking the Connect new account button underneath the Yoco 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, invoice breakdown, invoice format, 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

Every day, an invoice with your daily sales summary will be created in QuickBooks Online.

The integration will automatically map sales and payments from Yoco into QuickBooks Online by creating the following default accounts:

Transaction type mapping
Transaction Type Account Name Account Type
Sales Yoco Sales Revenue
Discounts Yoco Discounts Revenue
Yoco Fees Yoco Fees Expense
Tips Yoco Tips Current Liability
Gift Card Yoco Gift Card Current Liability
Capital Payment Yoco Capital Current Liability
Chargebacks Yoco Chargeback Expense
Other Adjustment Yoco Other Adjustment Other Income
Payment type mapping
Payment Type Account Name Account Type
Cash Yoco Cash Clearing Current Assets
Card Payments Yoco Balance Bank
EFT Yoco Balance Bank
All Other Payment Types Yoco Other Payment Clearing Current Assets
Yoco Gift Card Yoco Gift Card Current Liability
Advanced setup

This setup is recommended for professionals who require specific customisation outside the scope of the default integration settings. With this setup option, you can manually configure all relevant integration preferences.

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

Known limitations

  • No specific limitations are documented in this guide. If you have edge cases or complex requirements, we recommend a support session to review your setup.

FAQ on how to set up Yoco + QuickBooks Online

Find answers to the most frequently asked questions about this integration.

The Yoco + QuickBooks Online integration supports customers registered under Yoco South Africa Point of Sale, Mobile Application, and Web.

Of course! If you would like to request a walkthrough or discuss the capabilities of the integration in more detail, you may schedule a support session with one of our integration experts.

You can set when the Yoco + QuickBooks Online integration runs a daily sync. As a default, it’s set to 12 am in your local time.

The integration filters the accounts for each transaction and payment type. If you cannot find the account that you are trying to map, try checking the account category of the account. You can refer to default accounts mapping for the account categories appropriate to the transaction or payment type.

Sure, you can select the date that you wish the data to be synced from through the integration scheduler. You can backdate the sync up to one year.

In case you have revoked access or changed credentials of an account used for integration, you can easily reconnect it by expanding the options menu and clicking the Reconnect (or Edit) button on the Connected Accounts page.

At any time, you can access your Amaka dashboard and disable an integration by either turning it OFF or deleting it entirely. You can follow the instructions here.

What’s next?

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