QuickBooks integration is available for Professional & Enterprise platforms, which allows imports for invoicing and billables to QuickBooks.  To request this feature, contact Support@LSPWare.com.

 

Integration Prerequisites

Each of the following criteria must be an exact match between WFOS and QB:

WFOS Location

WFOS Description

QB Description

Client database profile

QuickBooks Name

Client record (Customer Name)

Interpreter database profile

Interpreter’s first & last name concatenated

Vendor record (Vendor Name)

Maintain Activity / Rates

QB Invoice Item

QB Bill Item

Line-item product/service category

 

Maintain Activity / Rates

Optional

QB Invoice Class

QB Bill Class

QuickBooks Class

 


NOTE:
The Class fields are optional.  If you do not use classes in QuickBooks, you may leave those fields blank.  Do not confuse Item with Account.  The QuickBooks Invoice Item links to an income account and the Bill Item links to an expense account.  What accounts you use are up to you.  Since the Class is not a specific account, you can use the same class for both Invoice and Bill class. 


Integration Setup

1.       Go to Maintain Companies, Advance Settings.

2.       Click the QuickBooks Setting QB link to authenticate with QuickBooks.

3.       Provide your QuickBooks login credentials.

4.       Provide approval to authenticate with QuickBooks.


 Configuring QB Account Name

Online integration of QuickBooks with the WFOS Scheduling platform transfers Check Requests as Checks.  That means you must configure the correct checking account.  It will default to being configured in WFOS as "Checking" of type "Bank".  If you want to use a different account name, you must provide your WFOS Implementation Team with the updated account name, so it can be configured in the WFOS backend settings.  


QB Error Report

The QB Error Report can be utilized to troubleshoot failed transactions, which are typically caused by mismatched naming formats (mentioned in the prerequisites).


 

Support

Contact Support@LSPWare.com for questions regarding your QuickBooks integration or transaction process.  Refer to the Financial Training documentation for more information on processing invoices or payroll.

 

Please contact your QuickBooks support team for matters related directly to QuickBooks functionality.




WFOS Client Profile

WFOS QuickBooks Name must match QuickBooks Company Name





WFOS Interpreter Profile

WFOS Interpreter’s First & Last Name must match QuickBooks Vendor Name





WFOS Maintain Activities

 WFOS QB Invoice/Bill Item must match QuickBooks Customer/Vendor Item List name.