You can enable QuickBooks Online (QBO) integration to import clients and send Invoices to QBO for further processing.
Enabling QuickBooks Online (QBO) through Settings:
Please reach out to Basil Support to have QuickBooks Online enabled on your account first. Once enabled, log in as the Account Owner, go to Settings (https://basil.coraltreetech.com/settings), then go to Invoice Settings, set the toggle to 'Enable', and follow the subsequent prompts.
Importing Clients in bulk through QBO:
You can import any or all of your clients that you have on your QBO account. When you go to the People tab, you will see a QBO button at the top-right which you can use to merge and import your list of clients from QuickBooks Online.
You can do or skip any of the following steps:
- Merge matching Clients - The second step will show any client whose Basil name matches the QBO name exactly so your existing Basil clients can be merged with those in QBO.
- Merge Clients manually - The third step will show any Basil client who doesn’t have a matching name in QBO, which you can use to merge into Basil. For example, if you have a client named ‘Metallurgy’ in Basil but ‘Metallurgy LLC’ in QBO, you can use the third step to merge that QBO client into your Basil's existing client.
- Import new Clients - The fourth step will create brand new clients in Basil for each selected client in QBO. It will be given a default workspace.
Once you’ve finished using this tool, clients who have been successfully merged or imported will have a green 'qb' icon next to their name.
Importing QBO Service Items for Invoicing:
You can import your Products & Services from QBO as Service Items in Basil. Go to the Billing tab, click 'Service Items', and click the 'QBO' button at the top-right to import. Once imported, you can set up the Basil Billing Mode for these service items to be Fixed Billing, Hourly Billing or Service Billing.
Creating an Invoice for QBO:
You can create Invoices in Basil and have them sent to QBO for further processing. You will need to have completed the above sections of this article first.
When creating an Invoice from Basil’s Invoicing tab, if your client is a QBO client (it has a green ‘qb’ icon), then you will have the option to ‘Send to QBO’.
Invoices for QBO clients can only include service items imported from QBO, and can only be sent to QBO. They will need to be processed further to include any taxes on the QBO side before they can be sent to the clients for payment.
Payment status of Invoices sent manually or through QBO will need to be updated manually on the Basil end. To update payment status, click the update icon for the Invoice and enter the payment date and status.