Integrating Erply with QuickBooks Online can significantly streamline your accounting processes by automatically syncing financial data between the two platforms. This guide will walk you through the process of setting up and mapping your Erply account to QuickBooks Online Plus or Advanced versions.
Problem:
You need to integrate your QuickBooks Online Plus or Advanced account with Erply, ensuring that financial data is accurately mapped and synced between the two systems.
Solution:
Step 1: Activate the QuickBooks Online Integration Plugin
Before you can start the integration, you need to activate the QuickBooks Online Integration plugin in your Erply account. To do this, contact Erply support at support@erply.com and request the activation of the plugin.
Note: The integration only works with QuickBooks Online Plus and QuickBooks Online Advanced versions.
Step 2: Connect Erply to QuickBooks Online
Once the integration plugin is activated, follow these steps to connect your accounts:
- Open Erply Backoffice:
- Navigate to Settings -> QuickBooks Integration within your Erply back office.
- Connect to QuickBooks:
- Click on the "Connect to QuickBooks" button.
- Log in to QuickBooks Online:
- Use your QuickBooks Online credentials to log in.
- Select Your Company:
- Choose the company you want to integrate with your Erply account.
- Grant Permissions:
- Allow the integration to communicate with QuickBooks Online by granting the necessary permissions.
Step 3: Set Up Account Mappings and Global Settings
Once the connection is established, you’ll be redirected to the Erply back office to configure your integration settings. Proper mapping of accounts and settings is crucial for the integration to function correctly.
- General Ledger (GL) Account Mapping:
- You need to map QuickBooks accounts for the following fields:
- Asset account
- Expense account
- Income account for inventory items
- Income account for non-inventory items
- Purchase invoice account
- Expense type
- Default Erply Location:
- Specify the Erply location where all quantities will be taken from.
- SKU Code:
- Define the SKU code value from Erply that will be used in QuickBooks.
- Payment Type Mapping:
- Map QuickBooks Online payment types to their corresponding Erply payment types.
- Bank Account Mapping:
- Link QuickBooks bank accounts to Erply payment types.
- Tax Rate Mapping:
- Match QuickBooks Online tax rates with their corresponding Erply tax rates.
Step 4: Configure Data Sync Settings
After mapping all necessary accounts and values, you can define how often data will be exchanged between Erply and QuickBooks Online. Additionally, you can specify which entities will be kept in sync. To do this, navigate to "Entity Sync Settings" in your Erply back office.
Step 5: Monitor Integration Logs
To ensure that the integration is functioning correctly, you can view all integration logs by navigating to "Event Log" within the integration management section. This will help you track any issues or successful syncs between the platforms.
Step 6: Disconnecting the Integration
If you ever need to disconnect the integration between Erply and QuickBooks Online, you can do so by navigating to "App Settings" and clicking on "Disconnect QuickBooks".