How do I use QuickBooks as my accounting data source?
ForProperty managers
Who can do this
Organization users with Configure Accounting Settings and Manage Integrations, after QuickBooks is connected (Settings → Integrations, chapter 02).
Where to find it
Settings → Accounting → Data source.
Steps
- Connect QuickBooks first; until then the Quickbooks card is greyed out.
- Click the Quickbooks card ("(read only)").
- Wait for "Switched to QuickBooks".
What happens next
The Accounting page becomes a read-only QuickBooks view: Income, Expenses and Net income from QuickBooks, a QuickBooks card ("Connected to <company>", "Last synced …") with Settings and Sync, and the QuickBooks transaction list. Kera notes: "When using QuickBooks, you won't be able to add transactions and generate reports. All data comes from QuickBooks." Your Kera data is kept.
Troubleshooting
"Couldn't change accounting mode": the previous choice stays; try again.
Limits
QuickBooks mode is read-only and one-way. Kera doesn't write to QuickBooks and doesn't import QuickBooks data into Kera's books.