ERP
Send journal entries to QuickBooks or Holded, or export them as a file.
- The ERP pageWhat each tab of the ERP page does, from choosing an ERP and connecting QuickBooks Online or Holded, or setting up Universal ERP, to sending or exporting journal entries and checking them first.Reference
- Connect QuickBooks OnlineEnter the credentials of your Intuit app, connect to the QuickBooks Online company of your organization with your own Intuit login, pull its chart of accounts and classes, disconnect, and change the company by unconfiguring the ERP.Guide
- Connect HoldedCreate an API token in Holded, connect it with the currency of your books, pull the chart of accounts and the tags, disconnect or change the key, and change the company by unconfiguring the ERP.Guide
- Use Universal ERPSet up Universal ERP, import or add the accounts of your chart, map them with the sync rules, and export the journal as a file to import into any accounting system.Guide
- Map categories to QuickBooks accountsUse the default rule and category rules to say which QuickBooks account each line of a journal entry posts to.Guide
- ERP settingsThe three settings that apply to every document sent to QuickBooks Online, and what each one changes in the entries.Reference
- Check an entry before sendingUse the Debug tab to read each transaction as the journal entry QuickBooks Online would receive, and check its lines, balance and warnings.Guide
- Send to the ERPRead what a date range would write to QuickBooks Online, fix what stops it, send it, and correct an entry already sent.Guide