Note: this integration only works with QuickBooks Online (Not the desktop version) and is currently only available in the U.S and Canada.
You can sync your bookings and/or payments in Check Cherry with QuickBooks online.
Go to Manage --> Business Settings --> Integrations.
Scroll down until you see the Quickbooks Online integration, then click Enable.
When you click Enable, you will be taken to the Intuit web page and prompted to log in.
Once you log in to your QuickBooks Online account, you will see a green button to Connect.
After your account is connected, your screen will return to your Check Cherry account.
Below the sync options is a date field where you will enter the date that you want QB Online to start syncing your data from.
Lastly, you need to select which account to sync to. Once that is done, click Finish Setup.
Syncing is one-way from Check Cherry to Quickbooks Online - any changes made in QB will not be sent over to Check Cherry.
What can I sync to my QuickBooks Online account?
Syncing Payments
You can choose to sync payments made through Check Cherry, including refunds.
✅ Payment Amounts (Credit card, ACH, Paypal, Manual, etc.)
✅ Refunds (Credit card, ACH, Paypal, Manual, etc.)
✅ Credit Card Processing Fees
Syncing Bookings, Proposals and Payments
The default is to sync bookings and payments. This creates an invoice in QBO.
✅ Creates an invoice in QBO
✅ Booking Total
✅ Refunds
✅ Credit Card Processing Fees
Manually sync a booking
After the syncing process completes, you will see a new line on each of your bookings showing when that booking was last synced with QuickBooks Online. Clicking the link will immediately force a manual sync.
Set up Taxes in QBO
You will need to enable sales tax in Quickbooks Online. Click the button below to go to an Intuit article to learn how:
Which account should QBO sync to?
Default is Undeposited funds, but you can change this
Note: A Client must be assigned to the booking in order to allow the booking to sync to QBO.