Solver, Inc. has built a robust connector to Quickbooks Online (QBO) allowing customer to bring in journal entries into Solver Cloud. This article will detail the steps to get up and running with QBO.
Solver's QBO Connector has the following requirements:
- You must purchase the QuickBooks Connector
- You must be a Solver Cloud customer, Solver Private Host does not support the QBO Connector at this time.
- You must have read access to the company(s) who's data will be brought into Solver Cloud.
In addition, the Solver QBO connector supports the following features.
- Tax Agency
- Tax Code
- Tax Rate
- General Ledger Cash Report
- General Ledger Accrual Report
- Inventory Asset
Non-Tracking, QBO Canada feature is supported as well.
The first version of the Solver QuickBooks connector will support only the default fields of the above mentioned list. Custom fields are not supported at this time.
The following features are known limitations of the Solver QBO connector.
Microsoft Internet Explorer
When connecting Solver to your QuickBooks account, you must “give consent” as part of the OAuth 2.0 process. To do so, a popup will appear, this popup is only supported in Mozilla Firefox, Google Chrome and Microsoft Edge; Microsoft Internet Explorer (IE) is not supported. Therefore, creating an integration in Solver to QuickBooks is not supported in IE.
Creating Multiple Integrations using Multiple QuickBooks Accounts
QuickBooks Online only allows for one “admin” or “master admin” account to create a connection to Solver; referred to as an “App” in QuickBooks. Therefore, the credentials used to create the first integration between QuickBooks and Solver must be used for all integrations once a connection is established to your QuickBooks system in Solver. Please review the next section on best practices for setting up your first connection.
QuickBooks Online Configuration
Connecting Solver to QuickBooks is simple and easy. To connect the two, an admin or master admin account must be used. To begin:
- Log into your QuickBooks Online account as an Admin user.
- Click on the cog icon in the upper right-hand corner and click Manage Users.
- Your users list will appear.
In the above screenshot, three users are shown. Only SolverDev P and SolverDev B can log in to QuickBooks from the Solver Cloud QuickBooks connector. In other word, only users with User Types of either “admin” or “master admin” can connect QuickBooks to Solver.
It is recommended, but not required, to create a QuickBooks user to be used for the connection between Solver to QuickBooks. This user is not part of Solver and may be an additional cost. Please check with your QuickBooks administrator before creating another user.
- You can choose to create an account to be used in Solver by following these instructions provided by QuickBooks.
This completes the configuration required from within QuickBooks.
Connecting Solver to QuickBooks
Previously, a user was identified or created in QuickBooks that will be used in Solver. In this section we will go over connecting Solver to your QuickBooks account.
- Log into your Solver Cloud tenant.
As noted earlier, Microsoft Internet Explorer is unsupported by QuickBooks.
- Navigate to Data Warehouse - Data - Integrations and click Add New in the upper right-hand corner.
- The Solver Connector Marketplace will appear, scroll to and click on the QuickBooks Online tile. The tile will expand and select Create.
- The first page of the QuickBooks connector will load. In the dropdown, select whether to connect to your QuickBooks Sandbox or Production Environment.
- Upon selecting an option, a popup will appear prompting you to log in with your QuickBooks credentials. Type them in and click Sign In.
These credentials must be used for all integrations being created. Different credentials cannot be used in your tenant.
The credentials provided must be of an Admin or Master Admin user.
If you have multi-factor authentication (MFA) turned on, you will see a popup prompting you to select where to send the MFA code to, choose from one of the options available and type in the code that QuickBooks sends you.
- If you have multiple companies, a second popup will appear prompting you to select a company. Choose your company and click connect.
- After clicking connect, the credentials will be authenticated. Assuming that the credentials are valid, the Task Manager tab will load and you can build your first integration task. Click on new task to begin this process.
This completes the connection process. This user guide does not detail how to build an integration. Please visit the support site for more information on this process.