How to connect your nabooki account with QuickBooks Follow

To connect your nabooki account to QuickBooks, you need to have an account with QuickBooks Online.
Don't have QuickBooks account? Sign up!

 

1. Integrate nabooki with QuickBooks Online

 
In nabooki, go to Add-ons > 'QuickBooks' from the main menu.
 

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Turn on the switch to enable the integration.

 

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If you are not logged in to QuickBooks online already, it will ask you to login.

 

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Click on 'Authorize' button to enable the integration between nabooki and QuickBooks.

 

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You will land to Add-ons > QuickBooks page where you can see integration is enabled. With enabling the integration, all of your QuickBooks tax codes will be automatically imported to nabooki. If any tax is created in QuickBooks after enabling the integration, you can sync it manually by clicking on 'Sync Taxes' button.

 

 

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2. Assign QuickBooks tax codes to your services in nabooki

 

To see all taxes, click on 'Assign taxes to services' button on Add-ons > QuickBooks page

 

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Or go to Setup > Taxes & Invoicing from the main menu and click on 'Taxes' tab.

 

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You will see 'QuickBooks' under tax rate column for the tax codes that are imported from QuickBooks.

 

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To assign a QuickBooks tax to services, click on the 'Edit' button under action column for that tax.

 

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Assign QuickBooks tax to all services 

On Edit Tax page, select 'All services' in 'Applicable to' drop down and click Update.

 

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Assign QuickBooks tax to selected services 

On Edit Tax page, select 'Selected services' in 'Applicable to' drop-down, select services in 'Selected services' drop down and click Update.

 

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