The QuickBooks integration enables you to connect your Setmore account to QuickBooks for a streamlined bookkeeping practice. After receiving the service fee for an appointment, Setmore sends these payment details to your QuickBooks target list. This applies to both cash and card transactions made in Setmore. The integration also takes into account any payments made by your customers from your online Booking Page.

Note: The Setmore-QuickBooks integration will not work for the Freelancer QuickBooks plan. Learn More>" 

Activating the integration

1. From inside your Setmore account, click Apps & Integrations. Scroll down and click on the QuickBooks integration card.

The QuickBooks integration card under Apps & Integrations

2. In the QuickBooks integration details window, click the Activate button on the left.

The QuickBooks integration card pop-up window

3. In the QuickBooks integration login window, enter the username and the password of your QuickBooks account. Click the Sign In button to continue.

Signing into the QuickBooks account

4. In the QuickBooks Authorization window, click the Connect button to proceed with the integration setup. 

Connecting the Setmore and QuickBooks account

5. Choose the target list to which the Setmore payment details will be exported.

Setting up the target for the Setmore-QucikBooks integration

6. Map the contact fields by choosing which Setmore payment attributes will transfer into their corresponding QuickBooks invoice card attributes. After mapping, click the Continue button at the bottom of the screen to proceed.

Mapping the fields of the Setmore-QuickBooks integration

7. Test the target that you have set up in QuickBooks. This will confirm if the fields between Setmore and QuickBooks are mapped correctly.

Testing the Setmore-QuickBooks integration

8. A pop-up window will appear in Setmore that confirms the integration is activated.

Setmore-QuickBooks Integration activation pop-up message

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