This is a step by step breakdown for QuickBooks Online (QBO) Integration with the Navotar Cloud Fleet Management System.
Please note: To enable the QuickBooks Online (QBO) module on your Navotar account, please contact your Salesperson or send us an email to Support@Navotar.com.
IMPORTANT: The tax profiles you have configured on QuickBooks and Navotar MUST be identical. Currently, you can only have one tax item listed/configured in QuickBooks.
Example: If on Navotar you have your HST configured at 13%, on QuickBooks you must also have HST configured at 13%.
- Setup Service Prefix/Suffix in QuickBooks Online (QBO) Account.
Add a Service with the word “Rental” in the position of a Prefix or Suffix in your QuickBooks Online (QBO) Account.
When you are creating a Full Invoice, the ‘Base Rental Charge’ will be tagged with this. If you do NOT do this step, it creates a separate service with the name “BaseRentalCharge-Daily”, “BaseRentalCharge-Weekly”, etc…
You can add other services also in the same manner. If you haven’t added any services on QuickBooks Online (QBO) or you have created an Invoice Item with a different name, then that item will automatically get created under the Services tab in QuickBooks Online (QBO).
- Miscellaneous Charge Setup.
If the Miscellaneous Charge names you have set up in the Navotar system differ from those in your QuickBooks Online (QBO) Account, then you can map these charges using the G/L Code.
Main Integration of QuickBooks Online (QBO) and Navotar
Step 1: Log in to your QuickBooks Online (QBO) Account.
Step 2: Obtain your Company ID from QuickBooks Online (QBO) by clicking CTRL + ALT + ?. Afterwards, a pop-up will appear with the Company ID as shown below.
Step 3: In the Admin Panel, under the Application Configuration, select “Quickbook“.
Step 4: Click the “Add New Configuration” button.
Step 5: Fill in the details on the pop-up.
Enter the Company ID obtained from Step 2 in the Company Id field.
Select the Location.
Step 6: You will receive an email from Navotar regarding the QuickBooks Online (QBO) Integration.
Step 7: Press the “click here” Authentication link in the Email as shown below.
Step 8: Click the “Connect” button on the QuickBooks Online (QBO) connection page.
Step 9: Success!
You’ve successfully linked your QuickBooks Online (QBO) with Navotar!
Step 10: Create Agreements and Invoices, afterwards these invoices will get reflected in your QuickBooks Online (QBO) Account.