Set Up QuickBooks Integration

You set up the QuickBooks integration with DPS using the QuickBooks integration utility in DPS.

To open the utility, select Utilities > Integrations > QuickBooks in the DPS Navigation pane. You can use this utility when you log in to DPS with your setup credentials to initially activate and set up DPS, or use it when you log in after the initial setup to complete or modify the QuickBooks integration setup. The same QuickBooks form, tabs, and settings are included in the utility whether you use it during the initial DPS setup or after the initial setup.

For the integration setup, you connect DPS with QuickBooks Online, enter other integration settings, and mapping certain records.

Before you can connect DPS with QuickBooks Online, you must first do the following:

• Create an Intuit Developer Account
• Create an Intuit App for DPS

Then complete the settings on the tabs in the QuickBooks integration utility.

Tab on the QuickBooks Form	Description
Integration Setup	Use the settings on this tab to: Enable QuickBooks integration. Connect DPS with QuickBooks Online. Schedule how often to automatically update the data between the two products. Enter advanced and default settings.
Accounts Mapping	Use this tab to review and map the general ledger accounts that are linked between DPS and QuickBooks Online.
Tax Code Mapping	Use this tab to review and map the tax codes that are linked between DPS and QuickBooks Online.
Employee Mapping	Use this tab to link an employee record with a corresponding vendor record so you can pay an employee in QuickBooks Online for expenses entered in an expense report in DPS.

For more information about each tab in the QuickBooks integration utility and how to complete the setup, see QuickBooks Integration Utility.