Everything you need to know about how Quickbooks works with Uptick.
Terminology
Different accounting partners use differing terms and don't always match up with the . This table will help you understand how to match Uptick terms against those in Quickbooks.
Uptick Name | Quickbooks Online Name |
Billing Card | Customer |
Invoice | Invoice |
Supplier | Vendor |
Purchase Order Bill | Bill |
Tracking category | Class |
Products | Products and Services |
Connecting Quickbooks to Uptick
Follow the steps in our main accounting integrations article for steps on how to connect your accounting to Uptick
Sync settings
If you want billing cards, suppliers, invoices and purchase orders to work properly, getting your sync settings right is of the utmost importance. To learn about about how the overnight sync works and how to configure the sync settings to work for you, see the article on syncing your accounting integrations in uptick.
Product sync (Quickbooks plus only)
This feature is unique to our QuickBooks integration. Where with other accounting systems we are able to apply appropriate transaction journaling by supplying an account code with each line item, QuickBooks instead requires a Product/Service to be supplied with each line item to achieve the same effect.
Three codes need to be provided with products (income/expense/inventory) when pushing them through to QBO. The inventory code, which is needed for pushing Material type Products, must be configured by setting up a Product custom field in Uptick with key asset_account_code. Make sure that the account code you use in this field corresponds to an inventory account
Tax codes (US only)
For QuickBooks in the US, tax is automatically calculated by your accounting system. As a result, Uptick offers just two options (TAX & EXEMPT) when selecting tax. Given the specific rate is not known until after the invoice has been pushed to QuickBooks, it will display as zero in Uptick while the Invoice is in DRAFT state.
For customers who use custom tax rates in QuickBooks, these will appear for selection in Uptick in addition to the TAX & EXEMPT options. Please note that Uptick does not offer any automatic selection of custom rates based on location of work completed, so it is highly recommended to use QuickBooks' automatic tax calculation instead.
Classes (Tracking categories in Uptick)
Classes are the Quickbooks term for tracking categories and will be picked up automatically in Uptick upon connection. Classes can be set against Cost Centres and the header will display as Tracking category: Class
Cost centres will need to be set against the task in order for the invoicing to be tracked.
Configuring Quickbooks to track Classes
You will need to make sure you have the following settings in Quickbooks in order for the classes to be tracked properly in your invoicing:
Click on the cog, then Account and settings
Click Advanced > Categories, then change the Assign classes selection to One to entire transaction
Frequently asked questions (click to expand)
Frequently asked questions (click to expand)
Which Quickbooks plan does my business need in order for it to work efficiently with Uptick?
It is highly recommended to have a Quickbooks Plus subscription. Quickbooks Plus is essential for Products when it comes to syncing between accounting integration and Uptick.
If you have any lower Quickbooks plan, you'll still be able to use the integration with Uptick, however there will be limitations such as not being able to sync Products which would affect invoicing, purchase orders and other components.
I’m seeing timeouts when pushing Invoices
This is most likely due to an Invoice numbering configuration incompatibility between the two systems. By default, Uptick expects QuickBooks to set all Invoice numbering.
QuickBooks needs to be configured accordingly by disabling custom numbering in your QuickBooks settings. You can do this in Quickbooks by taking the following steps:
Settings > Accounts & Settings > Sales on the left sidebar
Click into the Sales form content section > disable custom transaction numbers.
Alternatively, if you strongly desire to keep custom numbering enabled in QuickBooks, you can enable local invoice number generation in Uptick:
Control Panel > Invoicing > tick Local Invoice number generation.