Connect QBO to Service Minder

1. To connect your serviceminder account to your QuickBooks Online account, go to Control Panel >> Integrations >> Accounting (in QBO). 
2. Then click the Connect link listed in the QuickBooks Online section. 
3. You'll be presented with a QuickBooks Online login dialog. Just enter in your credentials. 
4. You'll then be given a prompt to grant permission to serviceminder to access your QuickBooks Online account. 
5. Once this is completed, you'll be returned to serviceminder and your account will be connected to QuickBooks Online.
6.  Any time you want to disconnect from QuickBooks Online, you can return to Control Panel >> Integrations >> Accounting and a disconnect link will be available.

When Do We Push Stuff to QuickBooks Online?

Anytime an invoice is generated (and it's approved), we'll publish that invoice over to QuickBooks Online. If the customer doesn't exist in your QuickBooks Online account, we'll automatically create it for you and then attach the invoice to it. Any services or parts that you add to serviceminder will be automatically added to your account when an invoice is pushed over. So don't worry if you don't see a new part in QuickBooks Online yet if you haven't had an invoice that uses it.

Whenever a payment is added to an invoice, we'll push that over as well. You will still need to go into QuickBooks Online periodically to record your deposits. We can't automate this portion for you because we don't know the order or the groupings of the physical deposits. QuickBooks Online also doesn't have a mechanism that would let us generate the deposits.

There are two reports in serviceminder that relate to the QuickBooks Online sync, Invoice reconciliation, and Payment reconciliation. There is also a QuickBooks Errors snapshot that will tell you if something doesn't sync and the error reason.

Primarily the sync is only one way, serviceminder to QuickBooks Online. The only exception to this is you can check the box on the integrations setup page that says "Import Payments". If you have an invoice in QBO that was already synced from SM, you can run the payment in QBO on that invoice if needed and it will sync back to SM.