Before setting up your QuickBooks online, you need to know what your current situation is: are you already using Plannit in your day-to-day operations or are you planning to start soon?
Choose from the following 2 scenarios:
📘 QuickBooks integration at startup with Plannit
Preparatory steps for QuickBooks integration
Create and/or validate your list of products and services in QuickBooks, making sure to identify the unit of measure and price for each item.
If you create categories or sub-categories of products and services in QuickBooks, make sure you don't use the same name for a category as for a product.
Offers grouped together in QuickBooks cannot be integrated into Plannit. You will therefore need to “unbundle” your groups, i.e. create individual items for each item included in your groups, for the integration to work.
Make sure that each item is associated with an income account in QuickBooks.
Here's how to add products and services in QuickBooks before importing them into Plannit. To see the QuickBooks guide, click here.
Configuring QuickBooks integration
⚠️ Important
Before integrating, make sure you have added your tax groups in Plannit invoice settings.
To learn more about how to create your tax group, please refer to Manage invoice settings in the Invoice settings section.
🔸 Step 1
Log in to your QuickBooks online account on your computer
In another tab, log in to your Plannit account
In Plannit Settings, click on Accounting
Under Connect an accounting system, select QuickBooks using the arrow
If you were not previously connected to QuickBooks, a login window appears. Enter your login details and log in.
Select the company you wish to integrate, i.e. ABC Company, and click Next
After a certain delay, you will be redirected to Plannit.
Still in Plannit, go back to Settings, click on Accounting and check that you are connected to QuickBooks.
🔸 Step 2
In Plannit Settings, click on Accounting
You can now start importing your Contacts (customer list).
Check that the import was successful, as follows:
Click on the Contacts tab in Plannit: you should find a list of all your registered QuickBooks contacts.
🔸 Step 3
In Plannit Settings, click on Accounting
You can now start importing Products and Services.
Check that the import was successful, as follows:
Click on Settings, then Products and Services: you should find your products and services catalog with QuickBooks registered prices.
🔸 Step 4 - optional
In Plannit Settings, click on Accounting
Using the small arrows, select the corresponding default tax in QuickBooks that applies to taxable items and then for non-taxable items.
Optional - If when exporting your invoices the taxes are not exported correctly, you can force the values with the correspondences below.
🔸 Step 5 - optional
In Plannit Settings, click on Accounting
Select here a QuickBooks Product and Services item (e.g. Other) to be used by default in the event that a Plannit Product and Services item is not linked to the QuickBooks one.
Optional - If you need a specific product/item when exporting, you can define it below.
🔸 Step 6 - optional
In Plannit Settings, click on Accounting
Select the account associated with the company's bank account here so that all deposits appear in this account in the General Ledger.
Optional - If you need a specific account for export payments, you can define it below.
📘 QuickBooks integration after you've started operating in Plannit
⚠️ Important
Invoices that were created before integrating with QuickBooks Online will not be able to transfer into QuickBooks.
For more information, please contact us via the Help Center by starting a new conversation (here's how to contact us)
Preparatory steps for QuickBooks integration
Create and/or validate your list of products and services in QuickBooks, making sure to identify the unit of measure and price for each item.
If you create categories or sub-categories of products and services in QuickBooks, make sure you don't use the same name for a category as for a product.
Offers grouped together in QuickBooks cannot be integrated into Plannit. You will therefore need to “unbundle” your groups, i.e. create individual items for each item included in your groups, for the integration to work.
Make sure that each item is associated with an income account in QuickBooks.
Here's how to add products and services in QuickBooks before importing them into Plannit. To see the QuickBooks guide, click here.
Configuring QuickBooks integration
⚠️ Important
Before integrating, make sure you have added your tax groups in Plannit invoice settings.
To learn more about how to create your tax group, please refer to Manage invoice settings in the Invoice settings section.
🔸 Step 1
Log in to your QuickBooks online account on your computer
In another tab, log in to your Plannit account
In Plannit Settings, click on Accounting
Under Connect an accounting system, select QuickBooks using the arrow
If you were not previously connected to QuickBooks, a login window appears. Enter your login details and log in.
Select the company you wish to integrate, i.e. ABC Company, and click Next
After a certain delay, you will be redirected to Plannit.
Still in Plannit, go back to Settings, click on Accounting and check that you are connected to QuickBooks.
🔸 Step 2 - optional
⚠️ Important
You can import your QuickBooks contacts into Plannit, however it is important to know that this operation could duplicate some of your contacts for those already existing in Plannit.
You may want to add a label to your existing contacts before importing (e.g. Before importing QB), which will allow you to identify duplicate contacts more easily once the import is complete.
Your quotes, invoices, visits, etc., already existing in Plannit will be linked to Plannit contacts before importing, you may decide to remove duplicate contacts that were imported from QuickBooks.
In Plannit Settings, click on Accounting
You can now start importing your Contacts (customer list).
Check that the import was successful, as follows:
Click on the Contacts tab in Plannit: you should find a list of all your registered QuickBooks contacts.
🔸 Step 3
⚠️ Important
Do NOT launch the import of QuickBooks products/items since you already have your list of Plannit Products and Services items given that you were already using Plannit.
In Plannit Settings, click on Products and Services
Associate each item in Plannit with the corresponding item in QuickBooks
Click on the 1st item in the list and scroll down to the bottom of the window in the Item linked to Quickbooks section
Select the QuickBooks item and click Save
Do the same step for all the items in your catalog.
🔸 Step 4 - optional
In Plannit Settings, click on Accounting
Using the small arrows, select the corresponding default tax in QuickBooks that applies to taxable items and then for non-taxable items.
Optional - If when exporting your invoices the taxes are not exported correctly, you can force the values with the correspondences below.
🔸 Step 5 - optional
In Plannit Settings, click on Accounting
Select here a QuickBooks Product and Services item (e.g. Other) to be used by default in the event that a Plannit Product and Services item is not linked to the QuickBooks one.
Optional - If you need a specific product/item when exporting, you can define it below.
🔸 Step 6 - optional
In Plannit Settings, click on Accounting
Select the account associated with the company's bank account here so that all deposits appear in this account in the General Ledger.
Optional - If you need a specific account for export payments, you can define it below.
