How to Sync Vonigo to Quickbooks

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How to Sync Vonigo to Quickbooks
Manual Syncing Transaction to Quickbooks
Syncing Individual Payments to QuickBooks
Syncing Multiple Payments at Once (Bulk Sync)
Key Takeaways

How to Sync Vonigo to QuickBooks

Syncing Vonigo with QuickBooks allows your customer invoices and payments to automatically import from Vonigo into QuickBooks. This integration helps streamline your workflow, minimize manual data entry, and reduce errors in accounting. Follow the steps below to set up the sync between Vonigo and QuickBooks:

Step-by-Step Guide to Sync Vonigo to QuickBooks

Log in to Vonigo
Start by logging into your Vonigo account with your credentials.
Navigate to Settings
Once logged in, locate and click on the Settings tab.
Go to Business Unit
In the Settings menu, find and select Business Unit.
Access QuickBooks Integration
Under the Business Unit section, click on QuickBooks Integration.
Set Up Integration
In the QuickBooks Integration section, click on Integration Setup.
Connect to QuickBooks
Select the option to Connect to QuickBooks. This will prompt you to enter your QuickBooks login credentials.
Enter QuickBooks Credentials
Enter your QuickBooks credentials (username and password) to establish the connection between Vonigo and QuickBooks.
Wait for the Sync to Complete
The sync process may take a few minutes. Once the integration is complete, Vonigo will verify that the connection is successful. Be sure to check for any errors during the sync process and address them if needed.

Manual Syncing Transactions to QuickBooks (After Integration)

Once your Vonigo account is successfully integrated with QuickBooks, you can manually sync transactions. Follow these steps to sync individual payments or bulk payments to QuickBooks.

Important Notes Before Syncing:

Do not sync partial payments or deposits to QuickBooks. Only sync payments once the invoice is fully paid.
- Example: If an invoice for $150.00 has a $70.00 deposit and a $30.00 part payment, do not sync these payments to QuickBooks until the final balance of $50.00 has been successfully processed. Only after all payments have been completed should you sync the invoice and its associated payments to QuickBooks.
Refunds: If a payment that has already been synced to QuickBooks is refunded (either fully or partially), the refund will need to be manually updated in QuickBooks, as Vonigo does not automatically adjust QuickBooks records for refunds.

Syncing Individual Payments to QuickBooks

Navigate to the Payment Page
After processing a payment in Vonigo, go to the Payment page for that specific transaction.
Export to QuickBooks
In the Actions section of the left sidebar, click on Export to QuickBooks. This will send the payment data to QuickBooks, ensuring the payment is recorded in your accounting system.

Syncing Multiple Payments at Once (Bulk Sync)

Go to Business Unit
From the main menu in Vonigo, go to Business Unit.
Select Export to QuickBooks
Click on Export to QuickBooks, then choose the Payments option from the dropdown.
Select Payments to Export
A list of payments will appear. Check the box next to each payment you wish to export.
Export Payments
After selecting the payments, click on the blue Export Payments button to send all selected payments to QuickBooks in bulk.

Key Takeaways:

Fully Paid Invoices: Only sync fully paid invoices to QuickBooks to ensure accurate financial records.
Refund Adjustments: Refunds for payments already synced to QuickBooks must be manually updated in QuickBooks.
Syncing Flexibility: You can either sync individual payments or bulk payments, depending on your needs.

By following these steps, you can efficiently manage your invoicing and payment records, ensuring they are accurately reflected in QuickBooks with minimal effort. For further assistance with the integration or syncing process, reach out to Vonigo Support.