If this is available with your paid plan of Enrollsy and your user role has the required permissions to perform this action, follow the steps below to get started!
If you are in the wrong place and need to view our help article about how to get started with QuickBooks Desktop version 2019+, click here.
Step 1: Getting Ready For Your First Sync
Before we meet, please ensure you have a few things in order.
Clean up your "Customer" records in your company file: Every time you sync with Quickbooks Online (QBO), Enrollsy will automatically create a new record within your QBO Company File for each of your Enrollsy customers. If you already have some customer records within QBO, and don't want to create duplicate accounts after syncing, please ensure that your existing customer accounts are formatted correctly. Every customer record that Enrollsy finds this way will be updated instead of duplicated. The required formatting is as follows:
[LAST NAME], [FIRST NAME] with the comma character in the middle (Example: John Doe's customer name should read Doe, John).
Download "Chart of Accounts": During our meeting, we will map which QBO Accounts will list your discount and charge items from within Enrollsy. To prepare for this, please export your "Chart of Accounts" list from your QuickBooks Online Company File and have it ready for our meeting.
"Products and Services": We need to know what item names you have in your company file. From your QuickBooks Online company file, export your "Products and Services" list and have it ready for our meeting. You can get to this report from "Sales" -> "Products and Services," then click "More" -> "Run Report."
Note: Most companies like to have a unique product or service for each charge or discount item from within Enrollsy.
Back Up Your Company File: ALWAYS back up your company file before syncing with 3rd-party software. Unfortunately, QBO only offers a free continuous backup service on the "QuickBooks Online Advanced" plan called "Online Backup and Restore." If you're not on their advanced plan, you can buy an add-on product called "Rewind" for an additional $14/month. Here is the link to purchase this add-on.
Step 2 - Schedule Your QBO Training Meeting
To ensure a successful Sync, we like to hop on a call with you. Together we will configure your mappings and complete your first QBO sync.
Step 3 - Your First Sync
Exporting customers' records and transactions to sync with your QuickBooks company file for the first time
Step 3a: Don't forget to backup your QBO account every time you Sync with Enrollsy.
Step 3b: If this feature is available on your plan within Enrollsy, head to your reports page to start the exporting process. MENU -> Reports -> QuickBooks Online Export
Step 3c: Select the date range to sync (one month at a time) & select the desired Classifications. Start by clicking "Start Sync." After this, you will start the integration with Enrollsy by authenticating with QuickBooks Online.
Step 4 - Additional Syncs Moving Forward
Repeat all sub-steps from STEP 3.
Errors When Syncing
If your import into your company file in QuickBooks Online was unsuccessful, please note the date and time of the error and screenshot/download any errors you are displayed and email support@enrollsy.com.
Revert your company file to your backup. We don't want corrupted data in your company file.