How to...
You can set up or change the integration between DPS and QuickBooks.
Related Topics:
- Create an Intuit Developer Account
To connect DPS with QuickBooks Online, you must first create an Intuit developer account. - Create an Intuit App for
DPS
Before you connect DPS and QuickBooks Online, you must create an Intuit app for DPS. - Enable QuickBooks Integration and Connect QuickBooks Online with
DPS
To use QuickBooks Online with DPS, you enable the integration and connect QuickBooks Online with DPS. - Copy QuickBooks Online Records to
DPS for the First Time
When you first use DPS with QuickBooks Online, you run the initialization process to copy records from QuickBooks Online, such as employees and vendors to DPS. - Set the Frequency for Automatic Updating Between
DPS and QuickBooks Online
Specify how often you want automatic updating to occur between DPS and QuickBooks Online. - Select Advanced Options for QuickBooks Integration
Use the advanced options to turn on automatic numbering for records in DPS and enter other default settings to use for records and posting in DPS. - Map General Ledger Accounts Between
DPS and QuickBooks Online for the First Time
You must map (link) general ledger accounts in DPS with the same accounts entered in QuickBooks so that one set of accounts is used by both QuickBooks Online and DPS for transaction processing. - Map New General Ledger
Accounts Between
DPS and QuickBooks Online
After you initially map general ledger accounts between DPS and QuickBooks Online during the QuickBooks integration setup, whenever you add new general ledger accounts in QuickBooks Online that will be used for transactions with DPS, you must map the accounts. - Map Tax Codes Between
DPS and QuickBooks Online for the First Time
This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After you run the initialization process when you first set up the QuickBooks integration in DPS, you review the QuickBooks Online tax rates that were copied to DPS and automatically mapped. - Map New Tax Codes Between
DPS and QuickBooks Online
This applies if you use tax codes/rates for billing invoices and/or accounts payable invoices. After tax codes and tax rates are initially mapped between DPS and QuickBooks Online, you add new tax rates in QuickBooks Online as needed. - Map a
Vendor Record to an
Employee Record
When you use QuickBooks integration, you map a vendor record to an employee record in order to pay an employee in QuickBooks Online for expenses entered in an expense report in DPS. - Manually Run the Process to Update Data Between
DPS and QuickBooks Online
You can run the update process to synchronize data between DPS and QuickBooks Online at any time between the automatically scheduled updating.
Parent Topic: QuickBooks Integration Utility