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This page explains how to use Quickbooks as an alternative invoicing platform. Please click here for a guide on how to set up an acounting integration.

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Connecting Quickbooks

To connect your Quickbooks account to Alguna, follow these steps:
  1. Go to the Integration View in Alguna.
  2. Click Connect on the tile with Quickbooks.
  3. Choose the Quickbooks organization you wish to connect to Alguna.
    • If you’re testing in the sandbox environment, we recommend connecting to a Quickbooks Sandbox.
  4. Authorize the connection between Quickbooks and Alguna.
  5. Set Alguna as your source of truth for customer and invoice creation.
  6. Optionally, import existing customers from Quickbooks into Alguna (this can be done at on a later date as well).
  7. Set up your accounting ledger and payment accounts for proper ledger entry mapping.

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Sending Invoices

When the default invoicing flow for customers is set to Quickbooks, all invoices approved for customer issuing are created in Quickbooks. Then, depending on your settings, they will be sent to out for payment collections. You can set up in Alguna if you want this to invoice to be automatically released or if you want to review it manually first.
You can find how to set these preferences here

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Automatic Payment Reconciliation

If payments are collected through Quickbooks, the reconciliation is automatically synced to Alguna. This means that the original payment source and the payment record are matched in both systems, keeping your invoicing reconcilation accurate in both systems.
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