How to setup Quickbooks Online Integration

Article author
Hyun Cho
  • Updated

Prerequisites

  • Make sure that your Oyster Account Currency equals your Quickbooks Online (QBO) Account Currency.

Steps

  1. Go to the Available Integrations Tab
  2. Find Quickbooks Online and click Connect
  3. Login with your Quickbooks Online credentials
  4. Select the vendor in your QBO account corresponding to Oyster
    qbo-integration-vendor.png
  5. Map the invoice components to your Quickbooks Chart of Accounts. You can always edit these mappings later in the integration settings.
    Note: You may notice there are quite a few payroll components, but don’t worry - new line items will only be created in QBO if there is a value present in that field.qbo-integration-chart_of_accounts.png
  6. Click Submit and you are done! Be sure to check the status of the integration on the My Integrations tab

 

Important Notes

  • Currently, the integration only works with full time team members' salary invoices, not contractors or deposit invoices (planned for future release)
  • If you pay by Direct Debit - you will need to mark the bill as paid in your QBO account as it will not be done automatically