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Quickbooks Online Integration

TMS offers a Quickbooks Online integration that allows for financial information to be easily exported to your Quickbooks account.

Quickbooks Online Connection Set Up

  1. In TMS go to Admin Settings > Financial Configurations > Chart of Account > Overview.
  2. Select the Import Quickbooks Online button in Overview.
  3. You will be brought to the Intuit Quickbooks login page where you will need to sign in. (Please Note: Do NOT share your credentials with TMS support)
  4. Select your company you will be connecting to.
  5. You will be prompted to authorize TMS to import from QBO. Select connect from the next popup.

Accounts and Tax Items

  • Tax Item Name should always be TAX.
  • Non-Tax Item Name should always be NON.
  • Special Taxes for accounting is NOT turned on.
  • Payments will NOT go over to QuickBooks for cases created before the integration. You as the client will need to do this manually.
  • Adjustments need to be validated in QuickBooks.
    • IMPORTANT: ‘Loss’ adjustments come through as Credit Memos but they do
      not automatically get applied. ‘Loss’ adjustments are not applied to the
      invoice. 
    • Gain Adjustments come through as Invoice Line Items.
  • Payments come through as Payment.
  • Contracts come through as Invoice.
  • Discounts come through as Discounts.