QuickBooks Step 2

Integration: Part 1- Establishes Basic Synchronization Rules

1. First, login to your ROOFLINK account, you must be an Admin to perform the following.

2. Select Tools>Integration>QuickBooks. Select “Add Integration”. The following fields provide drop-downs that are selectable. Items with a red asterisk * are required. Bold selections are the preferred selections.

   1. QuickBooks Version- QuickBooks Online or QuickBooks Desktop Enterprise

   2. Regions*- Regions you are interested in connecting to QuickBooks, Select All

   3. Customer display name*- Last Name,First Name or First Name, Last Name

   4. Job display name*- Last Name,First Name or First Name, Last Name or Address

   5. Push Estimate to qb upon*- date_approved

   6. Push matorders to qb upon*- Order Place, Order Paid, Manual Sync

   7. Push workorders to qb upon*- Order Completed, Order Paid, Manual Sync

   8. Sync Estimates-Detailed (each ROOFLINK estimate line item syncs to the QB invoice) or Summarized (a single bulk line item in QB)

   9. Sync Material Orders- Sync as Vendor Bill, Sync as Job Expense, Don Not Sync

   10. Sync Work Orders- Sync as Vendor Bill, Sync as Job Expense, Don Not Sync

   11. Work Order Vendor Bill #- WO-12345, WO-12345 | John Doe, WO-12345 | 123 Main St

   12. Sync customer payments- Rooflink to Quickbooks, Quickbooks to Rooflink, Both Directions, Do Not Sync

   13. Sync Expenses- Rooflink to Quickbooks, Quickbooks to Rooflink, Both Directions, Do Not Sync

   14. Push QB Vendor Bills and Credits to Rooflink as a Job Expense- Do Not Select- Advanced Feature

   15. Invoice Management Company- Do Not Select unless creating Management Company Customers in Tools>Management Companies

   16. QuickBooks class- Job Type, Bid Type, Region

   17. Customer Type- Job Type, Bid type, Lead Source

   18. QuickBooks accept invoice payment- Credit Card, Bank Transfer, Both, Neither

   19. Exclude job expense categories for webhooks- Leave Blank for now. In the event that expenses are duplicated by syncing from Quickbooks to Rooflink Other Expenses, Quickbooks Catagories can be excluded from coming into Rooflink.

   20. Sync Commissions as- Sync as Vendor Bill, Sync as Job Expense

   21. Sync Commissions- Rooflink to Quickbooks, Quickbooks to Rooflink, Both Directions, Do Not Sync

   22. Sales tax regions- Select each region that has sales tax

   23. Allow Incoming Webhooks To Update Closed Jobs- Do not select unless you want the sync to operate on closed jobs

   24. Select Submit

3. Part 1 is complete