Unfortunately, the Self-Employed and desktop versions of QuickBooks do not allow for integrations, so we are unable to support a connection with them. I have QuickBooks Self-Employed or the desktop version of QuickBooks. The exception is if you have multiple businesses in QuickBooks (similar to having multiple brands in Dubsado), see above. Choose Vendors, Sales Tax, Pay Sales Tax the Pay Sales Tax window. Once you connect a QuickBooks account to a brand in Dubsado, you cannot connect that same QuickBooks account to another Dubsado brand. PAYING SALES TAX QuickBooks is ready to help you make your sales tax payments. If you have multiple companies set up in QuickBooks, you'll be asked to specify which company you'd like to connect with as you are setting up the integration.Ĭan I connect the same QuickBooks account to multiple brands/accounts in Dubsado? Yes! The integration with Dubsado is set up on a per-brand basis. Can I connect a different QuickBooks company to each Dubsado brand? I have multiple brands in Dubsado and multiple companies in QuickBooks. You will need to manually set categories in QuickBooks. The Dubsado income category will be noted in the description of the line item when the invoice is synced. Will the income categories for each line item match up with categories in QuickBooks? If no match is found, or multiple matches are found, a new customer will be created. What happens if my Dubsado client already exists in QuickBooks as a customer?ĭubsado will try to match clients to QuickBooks customers using their email address. No, once an invoice and/or payment is sent over to QuickBooks, deleting the record in Dubsado will not remove the record in your QuickBooks account. Turn both automatic sync settings ON if you would like to sync both invoices and payments:įAQ If I delete an invoice or payment in Dubsado, will it delete the record in QuickBooks? You would like payments received through Dubsado invoices to be added as transactions in QuickBooks. you do NOT already have your payment processor synced with QuickBooks directly. Option #1 - Automatically Sync Invoices AND Payments There are three options for configuring automatic syncing with Quickbooks: Clients will still pay invoices in Dubsado using the payment processor you connected (Stripe, Square, or PayPal). QuickBooks does not become your payment processor. Invoices and payments created before you connected QuickBooks will not sync automatically. QuickBooks does not sync invoices or transactions back over to Dubsado. Invoices are automatically synced with QuickBooks after the client makes a payment, not immediately after the invoice is created. Here are some key things to know about how Dubsado invoices sync with QuickBooks: There are a few more settings you'll need to configure before the integration is set up and ready to go. If you have multiple companies in your QuickBooks account, select the one you would like to connect and click Next.Īfter completing the connection process, you'll be redirected back to the QuickBooks integration page in Dubsado. Log in to your QuickBooks account when prompted. In the upper right corner, click Connect to QuickBooks. Click on the gear icon in the top navigation bar to access your Settings. Do not Add a new entry from the Banking page as this will create a duplicate. If you are using the Banking page in QuickBooks, be sure to Match the downloaded $500 bank withdrawal to this entry.Select Record instalment to save your entry. In the example below, an instalment of $500 is being paid from the Bank Account on Octoand applied to the period October – December 2020, which ends on December 31. This will ensure that when you complete your filing later on, QuickBooks will know to apply your instalment payment to that filing period. For example, if you are making an instalment for your future October – December quarterly HST filing, associate the instalment payment with the filing date of December 31 as this is the last day of the filing period. Ensure that you specify the correct filing period ending date that your instalment applies to. Next, enter your instalment payment, indicating the Bank account and payment Date.On the Sales Tax page, select the Payments tab – New – Instalment:.Navigate to (sidebar) Taxes – Sales Tax.Follow these steps to make sure you record your instalments correctly in QuickBooks Online: Are you required to make instalments to your HST account prior to filing a return? Entering sales tax payments in QuickBooks Online requires the use of the Sales Tax page to ensure that your payments are applied to the correct filing period.