QuickBooks Online

Setting up with QuickBooks Online Integration

Go to Settings and click on the Integrations page.
In the QuickBooks section, click Set up QuickBooks. Follow the prompts to initiate the authentication process. This will direct you to Intuit's login screen, where you can choose the QuickBooks company you want to connect with Wingspan. Intuit will automatically redirect you to Wingspan after completing the required configuration.
After authentication, Wingspan will sync the relevant QuickBooks data. This may take a few minutes, so please be patient.
Next, we'll guide you through a mapping process to associate accounts in QuickBooks with accounts in Wingspan.
Set a default line item and default expense account. These settings will be applied to invoices and bills Wingspan sends to QuickBooks.
Map existing clients in Wingspan with customers in QuickBooks.
Import unmapped customers into Wingspan to create new clients.
Repeat the mapping process for vendors (referred to as collaborators in Wingspan).
Create new collaborators in Wingspan using your unmapped QuickBooks vendors.
That's it! Invoices and payables created in Wingspan will now automatically sync with your QuickBooks account.

Object Syncs

Invoice, Bill Creation, and Synchronization

Keep your Wingspan and QuickBooks Online data in sync with these automatic updates:

Invoices and Bills: When you create or update an invoice in Wingspan, the corresponding bill/invoice in QuickBooks Online is updated.
Bill Payments: Marking an invoice or payable as paid in Wingspan automatically creates a bill payment in QuickBooks Online.
Canceled or Declined Invoices: Canceling or declining an invoice in Wingspan removes the associated bill from QuickBooks Online.
Customers and Vendors: Any Invoices or Bills referencing Customers or Vendors not presently in your QuickBooks Online will create them on your behalf!

Vendor Management

Streamline your vendor management in QuickBooks Online with these actions:

Vendor Association: When a Wingspan client doesn't have a linked vendor in QuickBooks Online, a new vendor is created.
Vendor Updates: Updating a Wingspan client's information also updates the corresponding vendor information in QuickBooks Online.