Integrating your QuickBooks Online account with Wingspan is super easy. You are just a few steps away from syncing your Wingspan clients, customers, bills, and invoices with your online accounting system. Please follow along with this quick guide:

Under Settings, navigate to the Integrations page.
Under the Quickbooks section, click "Set up Quickbooks". Click through the prompts to begin the authentication flow. This will take you Intuit's login screen, where you will be able to select which Quickbooks company you would like to connect to Wingspan. Don't worry, Intuit will automatically send you back to Wingspan once you have finished the necessary configuration!
Once the authentication is completed, Wingspan will begin syncing the relevant Quickbooks data. This process can take several minutes, so please be patient. 🙂
Now that we have synced the necessary data, we will walk through a quick mapping sequence to correctly relate accounts you have in Quickbooks with accounts you have in Wingspan.
The next step requires you to set a default line item and default expense account. These will be used in the invoices and bills Wingspan pushes to Quickbooks.
Now we are going to map existing clients in Wingspan with customers in Quickbooks
For those customers that weren't mapped, we can import them into Wingspan and create clients for you!
We'll now repeat basically the same steps above, but for vendors. In Wingspan, we call these collaborators!
Create new collaborators in Wingspan from the vendors you have in Quickbooks.
And that's it! Now when you create invoices and payables in Wingspan, they will be pushed to your Quickbooks automatically!

QuickBooks Online Mappings

Bills - Quickbooks version of WS Payable

QBO Field	Wingspan Description
TotalAmt	Payable total
DueDate	Payable due date
Line	Payable line items
	DetailType
	Description
	Amount
	AccountBasedExpenseLineDetail.AccountRef
VendorRef	QBO Vendor ID mapped to WS Collaborator
LinkedTxn	QBO BillPayment ID, created when Payable marked as paid

BillPayment - Created when WS Payable marked as paid

QBO Field	Wingspan Description
VendorRef	QBO Vendor ID mapped to WS Collaborator
TotalAmt	Payable total
PayType	“Check”
CheckPayment.BankAccountRef	QBO BankAccount ID mapped to WS Payment Account
Line	Payment line item (only one, the Bill)
	Amount	Bill total
	LinkedTxn	QBO Bill ID
VendorRef	QBO Vendor ID mapped to WS Collaborator
LinkedTxn	QBO BillPayment ID, created when Payable marked as paid

Vendor - Created when WS Payable gets created with new Collaborator

QBO Field	Wingspan Description
PrimaryEmailAddr	Collaborator email address
DisplayName	Collaborator email address

Invoices - Quickbooks version of WS Invoice

QBO Field	Wingspan Description
TotalAmt	Invoice total
DocNumber	Invoice number
DueDate	Invoice dueDate
Line	Invoice line items
	DetailType	“SalesItemLineDetail”
	Description	Line item description
	Amount	Line item amount
	SalesItemLineDetail	QBO Item ID
CustomerRef	QBO Customer ID mapped to WS Client
LinkedTxn	QBO Payment ID, created when Invoice marked as paid

Payment - Created when WS Invoice gets marked as Paid

QBO Field	Wingspan Description
TotalAmt	Invoice total
CustomerRef	QBO Customer ID mapped to WS Client
ProcessPayment	“true”

Customer - Created when WS Invoice gets created with new Client

QBO Field	Wingspan Description
PrimaryEmailAddr	Client email address
CompanyName	Client company name
DisplayName	Client company name
FullyQualifiedName	Client name