Smart Accounting Hub for QuickBooks Online (QBO)

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Overview

The Smart Accounting Hub for QuickBooks Online is a new API connector that is built, maintained, and supported directly by Kaseya. This new hub offers improved syncing performance, a modernized UI, better support response, and ongoing feature development based on your feedback.

Feature Set

Improved Features New features Upcoming features
  • Invoice Sync: 15 minute sync interval for automated Invoice batching.

  • Purchase Order Sync: 15 minute sync interval for automated purchase orders batching.

  • Expense Sync: 15 minute sync interval for automated expense batching.

  • Invoice Search & Sync: Real-time search and sync of single invoices.

  • Account Mapping: Auto-mapping of existing accounts and improved UI option to map accounts.

  • Item Naming Settings: Enhanced item naming conventions to reduce reconciliation friction.

  • Centralized UI: A new UI grouping all features and settings that are accessed directly from Autotask PSA.

  • Improved Item naming: Added flexibility to map invoiced items into QuickBooks Online.

  • Non-Reimbursable Expenses Sync: Added mapping options for non-reimbursable expenses to sync into QuickBooks Online.

  • Vendor mappings: Mapping options for vendors from Autotask to QuickBooks Online.

  • Error Logging: Real-time log tracking provides clear error visibility, making it easier to identify issues and make adjustments.

  • Multi-user access: Multiple Autotask administrators can be added to access and use the Smart Accounting Hub.

  • One-click Setup Wizard: A simplified connection method to connect your Autotask instance to QuickBooks companies.

  • Multi-QBO Company Sync: A method to connect multiple QuickBooks Online Company files to one Autotask instance.

  • Improved Tax Sync: An enhanced method of syncing taxes between Autotask and QuickBooks Online.

  • Inventory Reconciliation: The Smart Accounting Hub allows you to reconcile inventory items between Autotask and QuickBooks Online.

Settings and Mappings