This is a Step by Step guide on how to connect your GorillaDesk account to a new QuickBooks account.
This feature will allow you to send your Invoices and payments from your GorillaDesk account to your Quickbooks account in just a click of a button.
Note: This is a one way sync, allowing you to pass invoice and payment information from GorillaDesk to QuickBooks. This feature only works for QuickBooks Online. Unfortunately, the Desktop version is not supported.
Login as the admin of your QuickBooks account https://quickbooks.intuit.com
Open your GorillaDesk account in a different tab and login
Navigate to Settings > QuickBook Sync
Click the ‘Connect’ button.
Once a pop up window appears, click the ‘Connect’ button once again.
If your GorillaDesk customer list is already existing in your QuickBooks account, please reference this guide.
If you have an empty QuickBooks account. Please follow these steps:
You can batch sync your customers information from GorillaDesk to QuickBooks. This will send all your customer’s information to your QuickBooks account.
Go to the customer list, click Action, Click Batch Sync
3. You can also sync them per customer. Click on Columns+, check the box for Sync QB and QB ID. Click the purple circle icon to sync.
Sync your Invoices and Payments:
Go to Reports > All Invoice , Click on Batch Action, Sync to QB
OR
If you want to Sync Paid Invoices only, use the Reports > All Payments option.
Go to Reports > All Payments, Click on Batch Action, Sync to QB
Once you’ve connected your GorillaDesk account to your Quickbooks Online account, you’ll have access to some QuickBooks sync power ups.
Tax Sync (power up): Automatically sync Tax into the QuickBooks account of your choosing.
Discount Sync (power up): Automatically sync discount into the QuickBooks account of your choosing.
Discounts/Refunds: Choose the QuickBooks account that you’d like to sync discounts/refunds to.
NOTE: If it's not shown in the dropdown list please follow the steps below:
1. Go to your QuickBooks online account
2. Click on the Gear icon on the upper right > Select Chart of Accounts
3. Then just create New
4. Then for the account type, it should be income
5. Then for the detail type by default it will suggest Discounts and refunds Given.
6. Click save and close.
Stripe Sync (Power up): Automatically sync Stripe fees into the Quickbooks account of your choosing
Choose account to deposit payouts
Choose account to deposit payout fees and adjustments account.
Credit Sync (power up): Automatically Sync credits created in GorillaDesk into QuickBooks.
Important note: Please turn off the “automatically apply credits’ option in your QuickBooks account to make sure that the GorillaDesk credit and QuickBooks records are the same.