Benefits of the QuickBooks Online Integration
Streamlined Accounting: Connect Distru and QuickBooks to automate syncing of sales, purchases, payments, and returns!
Reduced Data Entry: Avoid repetitive manual entry and mistakes causing mismatched records
Real-Time Financial Data: See updated financials and make better business decisions faster.
Step-by-Step Guide to Set Up
1. Access Integration Settings in Distru
Log in to your Distru account.
Go to the main menu, and click on Settings
From the menu, select Integrations
2. Connect QuickBooks Online
Within Integrations, select QuickBooks Online.
Click on the button that says Connect to Quickbooks Online
You will be prompted to log into your QuickBooks Online account.
Once logged in, grant permissions to allow Distru access to your QuickBooks data by following the prompts.
3. Configure Key Accounts and Preferences
After authorizing the connection, you’ll be redirected to configuration settings in Distru.
First you'll need to set up your default income, expense, and deposit accounts
Default Income Account: Select an 'Income' type account from your QBO chart of accounts.
Default Expense Account: Choose a 'Cost of Goods Sold' type account
Sales Deposit Account: Pick a 'Bank' type account for sales deposits
Purchase Deposit Account: Select a 'Bank' type account for purchase deposits.
If needed, go to QuickBooks to create or adjust accounts before setting them up in Distru.
4. Create Quickbooks Items and map
Click "Add Item" to create a new Quickbooks item that can be associated with individual products
Name the item in a way that will be easily understandable for the user who will be creating Distru products in regular operations
Select the Income and Expense account that this item should route to when it is listed on an Invoice or Purchase
Save the item
Go to your Distru products table and edit the product that you wish to map
Click on the Quickbooks tab at the top of the edit form
Select the Quickbooks Item for both Sales and Purchases that should be used when this product is sold or purchased
⭐️ Pro-Tip: Filter the products table, and select multiple products at once to bulk-edit the Quickbooks Item quickly across many products!
5. Set Up Taxes
Navigate back to Settings in Distru, then select Customize Distru and click on Taxes.
Map the Excise Tax (or other relevant taxes) to a specific QBO account, such as an Other Current Liability account, if applicable.
6. Sync an Invoice or Purchase!
Try syncing an a test invoice or bill to make sure your settings are configured properly. You can see the sync status of your integration by clicking the QB icon in the integrations panel
Tips for a Smooth Integration
One-Way Sync: Changes made in QuickBooks do not sync back to Distru, so always make edits within Distru for accurate reporting.
Handling Pre-Integration Items: Items created in Distru before the integration setup won’t auto-sync. To sync these items, open each invoice or purchase record in Distru and save them to trigger syncing.
Account Mapping Conflicts: Ensure that Distru’s mapped accounts align with QuickBooks to avoid errors.
Please reach out to our chat team for any extra assistance! 💥